Screener
USIG vs IVV
iShares Broad USD Investment Grade Corporate Bond ETF vs iShares Core S&P 500 ETF
Key differences
USIG is a fixed income ETF, while IVV is an equity ETF. USIG charges 0.04% a year and IVV 0.03%.
- USIG is a fixed income fund, while IVV is an equity fund. They carry different risk/return profiles.
- USIG covers global markets; IVV covers North America.
- IVV is much larger than USIG. 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
| USIG | IVV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.03% |
| Fund size (AUM) | $17.4B | $854.9B |
| Since | 2007 | 2000 |
| Dividend yield | 4.69% | 1.06% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.0% | +25.3% |
| CAGR 3Y | +5.3% | +22.5% |
| CAGR 5Y | +0.7% | +13.5% |
| Sharpe 3Y | 0.32 | 1.20 |
| Volatility 1Y | 4.12% | 12.10% |
| Max drawdown | -21.45% | -33.90% |
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