Screener
IVV vs IUSB
iShares Core S&P 500 ETF vs iShares Core Universal USD Bond ETF
Key differences
IVV is an equity ETF, while IUSB is a fixed income ETF. IVV charges 0.03% a year and IUSB 0.06%.
- IVV is an equity fund, while IUSB is a fixed income fund. They carry different risk/return profiles.
- IVV is much larger than IUSB. 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
| IVV | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.06% |
| Fund size (AUM) | $854.9B | $39.8B |
| Since | 2000 | 2014 |
| Dividend yield | 1.06% | 4.24% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.3% | +4.6% |
| CAGR 3Y | +22.5% | +4.3% |
| CAGR 5Y | +13.5% | +0.4% |
| Sharpe 3Y | 1.20 | 0.16 |
| Volatility 1Y | 12.10% | 3.60% |
| Max drawdown | -33.90% | -17.90% |
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