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IVV vs ISTB

iShares Core S&P 500 ETF vs iShares Core 1-5 Year USD Bond ETF

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

IVV is an equity ETF, while ISTB is a fixed income ETF. IVV charges 0.03% a year and ISTB 0.06%.

  • IVV is an equity fund, while ISTB is a fixed income fund. They carry different risk/return profiles.
  • IVV is much larger than ISTB. 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

IVVISTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$854.9B$4.7B
Since20002012
Dividend yield1.06%4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.3%+3.8%
CAGR 3Y+22.5%+4.8%
CAGR 5Y+13.5%+1.8%
Sharpe 3Y1.200.50
Volatility 1Y12.10%1.78%
Max drawdown-33.90%-9.34%

Similar to IVV and ISTB