IVV vs VBCI
iShares Core S&P 500 ETF vs Vanguard Target Maturity 2035 Corporate Bond ETF
Which is better, IVV or VBCI?
Large Cap Blend against Long Term Mid Quality.
IVV has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | VBCI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.08% |
| AUM | $896.5B | $14M |
| Dividend Yield | 1.10% | 2.27% |
| Holdings | 508 | 750 |
| YTD Return | +13.59%Best | -1.84% |
| 1Y Return | +17.54% | - |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term Mid Quality |
| Inception | May 15, 2000 | Mar 10, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs VBCI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs VBCI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Vanguard Target Maturity 2035 Corporate Bond ETF (VBCI) is an ETF from Vanguard (US). Year to date, IVV is up 13.59% versus a loss of 1.84% for VBCI.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while VBCI charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.27% for VBCI.
Holdings Overlap
At least 35.0% of IVV's money is in holdings VBCI also owns.
Stated as a floor: for VBCI, our book for it covers 69.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
68 positions in common, counted across the 506 positions we hold weights for in IVV and 267 in VBCI, against full books of 508 and 750.
Top Shared Holdings
| Stock | Weight in IVV | Weight in VBCI | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.29% | 0.25% | 7.04% |
| MSFTMicrosoft Corp | 5.76% | 0.26% | 5.50% |
| AMZNAmazon.Com Inc | 3.68% | 0.89% | 2.79% |
| METAMeta Platforms Inc | 2.42% | 1.66% | 0.76% |
| AVGOBroadcom Inc | 2.47% | 0.73% | 1.74% |
| JPMJpmorgan Chase | 1.34% | 0.94% | 0.40% |
| BACBank Of America Corp. | 0.53% | 0.97% | 0.44% |
| VVisa Inc Class A | 0.93% | 0.38% | 0.55% |
| JNJJohnson & Johnson - Common | 0.94% | 0.30% | 0.64% |
| ORCLOracle Corp - Common | 0.36% | 0.83% | 0.47% |
35.0% of IVV is already inside VBCI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or VBCI?
IVV has an expense ratio of 0.03% while VBCI charges 0.08%. IVV is the cheaper option, by $5 a year on a $10,000 investment.
What is the holdings overlap between IVV and VBCI?
At least 35.0% of IVV's money is in holdings VBCI also owns. Our book for VBCI is partial, so the real figure is this or higher. They hold 68 positions in common, counted across the 506 positions we hold weights for in IVV and 267 in VBCI.
Which pays a higher dividend, IVV or VBCI?
IVV yields 1.10% while VBCI yields 2.27%, so VBCI currently pays the higher dividend yield.
Is VBCI better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.