Screener
IMTB vs IVV
iShares Core 5-10 Year USD Bond ETF vs iShares Core S&P 500 ETF
Key differences
IMTB is a fixed income ETF, while IVV is an equity ETF. IMTB charges 0.06% a year and IVV 0.03%.
- IMTB is a fixed income fund, while IVV is an equity fund. They carry different risk/return profiles.
- IVV is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMTB | IVV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.03% |
| Fund size (AUM) | $280M | $854.9B |
| Since | 2016 | 2000 |
| Dividend yield | 4.48% | 1.06% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.2% | +25.3% |
| CAGR 3Y | +4.6% | +22.5% |
| CAGR 5Y | +0.5% | +13.5% |
| Sharpe 3Y | 0.19 | 1.20 |
| Volatility 1Y | 4.05% | 12.10% |
| Max drawdown | -18.15% | -33.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.