IVV vs BND

Comparison between ISHARES CORE S&P 500 ETF (IVV, ETF) and VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES (BND, ETF).

5-Year PerformanceIVV has outperformed BND, delivering a return of +13.4% compared to +0.2%

IVV vs BND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVV(ETF)	BND(ETF)
Net Assets	$721B	$388B
Expense Ratio	0.03%	0.03%
Max Drawdown	56.51%	23.96%
Sharpe Ratio	2.08	0.33
5Y Beta	0.97	0.04
P/E Ratio	28.30	N/A
Forward P/E	21.87	N/A
5Y Dividends CAGR	10.70%	9.22%
5Y EPS CAGR	25.95%	N/A
Debt to Equity	22.38%	N/A
P/S Ratio	3.58	N/A
P/B Ratio	5.32	N/A

Net Assets

Winner

IVV

$721B

BND

$388B

Expense Ratio

IVV

0.03%

BND

0.03%

Max Drawdown

IVV

56.51%

Winner

BND

23.96%

Sharpe Ratio

Winner

IVV

2.08

BND

0.33

5Y Beta

IVV

0.97

Winner

BND

0.04

P/E Ratio

IVV

28.30

BND

N/A

Forward P/E

IVV

21.87

BND

N/A

5Y Dividends CAGR

Winner

IVV

10.70%

BND

9.22%

5Y EPS CAGR

IVV

25.95%

BND

N/A

Debt to Equity

IVV

22.38%

BND

N/A

P/S Ratio

IVV

3.58

BND

N/A

P/B Ratio

IVV

5.32

BND

N/A

IVV vs BND - Historical Returns

Returns include dividend reinvestment.

Period	IVV	BND
1 month	+9.13%	+0.10%
3 months	+6.58%	+0.03%
6 months	+10.56%	+0.91%
1 year	+32.22%	+5.48%
5 years(CAGR)	+13.42%	+0.19%
10 years(CAGR)	+15.54%	+1.66%
Max(CAGR)	+8.53%	+3.07%

Winner

IVV

+9.13%

BND

+0.10%

Winner

IVV

+6.58%

BND

+0.03%

Winner

IVV

+10.56%

BND

+0.91%

Winner

IVV

+32.22%

BND

+5.48%

5Y(CAGR)

Winner

IVV

+13.42%

BND

+0.19%

10Y(CAGR)

Winner

IVV

+15.54%

BND

+1.66%

Max(CAGR)

Winner

IVV

+8.53%

BND

+3.07%

IVV vs BND - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IVV	BND
2026	+8.27%	+0.64%
2025	+18.09%	+7.04%
2024	+25.66%	+1.81%
2023	+26.88%	+5.10%
2022	-18.64%	-12.53%
2021	+30.55%	-1.73%
2020	+17.28%	+7.57%
2019	+31.02%	+8.62%
2018	-5.17%	+0.17%
2017	+20.91%	+3.55%
2016	+13.75%	+2.57%
2015	+1.36%	+0.22%
2014	+14.58%	+5.73%
2013	+29.15%	-1.95%
2012	+14.19%	+4.16%
2011	+0.84%	+8.06%
2010	+13.22%	+6.08%
2009	+22.60%	+4.02%
2008	-36.23%	+6.89%
2007	+5.58%	+6.09%
2006	+13.97%	N/A
2005	+5.34%	N/A
2004	+10.66%	N/A
2003	+24.06%	N/A
2002	-22.34%	N/A
2001	-10.16%	N/A
2000	-6.05%	N/A

IVV vs BND Drawdown Comparison

The maximum drawdown for IVV was -55.25%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The maximum drawdown for BND was -18.58%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BND drawdown is -2.05%.

Rank	IVV	BND
#1	-55.25% Oct 9, 2007 - Aug 16, 2012	-18.58% Aug 6, 2020 - Oct 20, 2022
#2	-47.28% Aug 31, 2000 - Oct 25, 2006	-9.31% Sep 15, 2008 - Dec 15, 2008
#3	-33.90% Feb 19, 2020 - Aug 10, 2020	-8.67% Mar 6, 2020 - May 21, 2020
#4	-24.52% Jan 3, 2022 - Dec 13, 2023	-5.18% May 2, 2013 - May 14, 2014
#5	-19.37% Sep 20, 2018 - Apr 12, 2019	-4.75% Jul 8, 2016 - Sep 5, 2017
#6	-18.75% Feb 19, 2025 - Jun 26, 2025	-3.59% Nov 4, 2010 - May 9, 2011
#7	-12.99% Jul 20, 2015 - Apr 18, 2016	-3.54% Sep 7, 2017 - Jan 3, 2019
#8	-10.06% Jan 26, 2018 - Jul 25, 2018	-3.16% Dec 31, 2008 - Jun 25, 2009
#9	-9.46% Sep 2, 2020 - Nov 11, 2020	-3.13% Jan 30, 2015 - Feb 10, 2016
#10	-9.00% Jul 19, 2007 - Oct 5, 2007	-2.81% Jan 22, 2008 - Sep 4, 2008
#11	-8.89% Jan 28, 2026 - Apr 14, 2026	-2.32% May 8, 2007 - Aug 3, 2007
#12	-8.41% Jul 16, 2024 - Sep 19, 2024	-2.17% Sep 4, 2019 - Jan 21, 2020
#13	-7.34% Sep 14, 2012 - Jan 2, 2013	-1.73% Nov 27, 2009 - Feb 5, 2010
#14	-7.29% Sep 18, 2014 - Oct 31, 2014	-1.55% Dec 3, 2007 - Dec 31, 2007
#15	-6.63% May 3, 2019 - Jun 20, 2019	-1.51% Sep 22, 2011 - Nov 1, 2011

Correlation

Correlation between IVV and BND is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

IVV vs BND dividend yield comparison.

Year	IVV	BND
2026	0.24%	1.31%
2025	1.17%	3.86%
2024	1.30%	3.67%
2023	1.44%	3.09%
2022	1.66%	2.60%
2021	1.20%	2.12%
2020	1.57%	2.38%
2019	1.85%	2.72%
2018	2.21%	2.81%
2017	1.75%	2.54%
2016	2.01%	2.51%
2015	2.27%	2.57%
2014	1.83%	2.79%
2013	1.80%	2.78%
2012	2.10%	3.19%
2011	2.07%	3.57%
2010	1.77%	3.92%
2009	1.93%	4.02%
2008	2.95%	4.46%
2007	1.90%	3.04%
2006	1.67%	0.00%
2005	1.72%	0.00%
2004	1.74%	0.00%
2003	1.47%	0.00%
2002	1.68%	0.00%
2001	1.16%	0.00%
2000	0.64%	0.00%