IVV vs ZCBG

IVV vs ZCBG

Which is better, IVV or ZCBG?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVZCBG
Expense Ratio0.03%Best0.07%
AUM$896.5B$920,732.78
Dividend Yield1.10%2.53%
Holdings5086
YTD Return+13.59%Best-4.97%
1Y Return+17.54%-
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Fund FamilyiShares by BlackRock (US)Global X by mirae Asset
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Jan 6, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs ZCBG 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 ZCBG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Global X Zero Coupon Bond 2035 ETF (ZCBG) is an ETF from Global X by mirae Asset. Year to date, IVV is up 13.59% versus a loss of 4.97% for ZCBG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while ZCBG charges 0.07%. On a $10,000 position that is $3 vs $7 annually, a gap of $4 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.53% for ZCBG.

You are not choosing between two funds in isolation.

Whichever of IVV and ZCBG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVZCBG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ZCBG?

IVV has an expense ratio of 0.03% while ZCBG charges 0.07%. IVV is the cheaper option, by $4 a year on a $10,000 investment.

Which pays a higher dividend, IVV or ZCBG?

IVV yields 1.10% while ZCBG yields 2.53%, so ZCBG currently pays the higher dividend yield.

Is ZCBG 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.