ETF Versus

IVV vs VBR

iShares Core S&P 500 ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

IVV

iShares Core S&P 500 ETF (IVV) is an exchange-traded fund that provides exposure to large-cap U.S. equities across growth and value styles. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-19
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

Both funds have delivered similar 1-year returns (16.0% vs 15.0%), tracking closely.

Key Metrics

Metric IVV VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Blend US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 103 121 139 157 175 2021-04 2022-06 2023-09 2024-12 2026-04
IVV +61.3%
VBR +29.6%

Performance Comparison

Period IVV VBR Difference
1 Month -3.70% -4.01% +0.31%
3 Months -4.10% +1.73% -5.83%
6 Months -2.49% +3.54% -6.03%
YTD -4.10% +1.73% -5.83%
1 Year +16.02% +15.02% +1.00%
3 Years +59.51% +37.32% +22.19%
5 Years +61.35% +29.61% +31.74%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IVV Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IVV VBR
Annualized Volatility 16.9% 19.9%
Max Drawdown -25.4% -25.1%
Sharpe Ratio 0.39 0.14

Dividend Comparison

Metric IVV VBR
Annual Dividend (per share) $8.06 $4.14
Dividend Yield 1.22% 1.90%
Distribution Frequency Quarterly Quarterly

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