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ISTB vs. IVV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ISTB vs. IVV

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares Core S&P 500 ETF (IVV).

ISTB and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISTB is a passively managed fund by iShares that tracks the performance of the BBG US Universal 1-5 Year Index (USD). It was launched on Oct 18, 2012. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both ISTB and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

ISTB vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

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ISTB vs. IVV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ISTB
iShares Core 1-5 Year USD Bond ETF		0.10%6.36%4.37%5.56%-6.08%-0.71%4.75%5.61%1.02%1.72%
IVV
iShares Core S&P 500 ETF		-4.38%17.85%24.93%26.31%-18.16%28.76%18.40%31.07%-4.49%21.75%

Returns By Period

In the year-to-date period, ISTB achieves a 0.10% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, ISTB has underperformed IVV with an annualized return of 2.31%, while IVV has yielded a comparatively higher 14.02% annualized return.

ISTB

1D
0.21%
1M
-0.81%
YTD
0.10%
6M
1.31%
1Y
4.49%
3Y*
4.77%
5Y*
1.87%
10Y*
2.31%

IVV

1D
2.88%
1M
-4.99%
YTD
-4.38%
6M
-1.80%
1Y
17.69%
3Y*
18.29%
5Y*
11.76%
10Y*
14.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core 1-5 Year USD Bond ETF

iShares Core S&P 500 ETF

Often compared with ISTB:
ISTB vs. BSVISTB vs. AGGISTB vs. FUMBXISTB vs. IMTBISTB vs. SHYISTB vs. IAGGISTB vs. FIBR
Often compared with IVV:
IVV vs. VOOIVV vs. SPYIVV vs. FXAIXIVV vs. QQQIVV vs. VTIIVV vs. CSPX.LIVV vs. IOO

ISTB vs. IVV - Expense Ratio Comparison

ISTB has a 0.06% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

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

Return for Risk

ISTB vs. IVV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ISTB
ISTB Risk / Return Rank: 9595
Overall Rank
ISTB Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
ISTB Sortino Ratio Rank: 9797
Sortino Ratio Rank
ISTB Omega Ratio Rank: 9595
Omega Ratio Rank
ISTB Calmar Ratio Rank: 9494
Calmar Ratio Rank
ISTB Martin Ratio Rank: 9494
Martin Ratio Rank
IVV
IVV Risk / Return Rank: 6565
Overall Rank
IVV Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 6262
Sortino Ratio Rank
IVV Omega Ratio Rank: 6666
Omega Ratio Rank
IVV Calmar Ratio Rank: 6565
Calmar Ratio Rank
IVV Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISTB vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

ISTBIVVDifference

Sharpe ratio

Return per unit of total volatility

2.32

0.97

+1.35

Sortino ratio

Return per unit of downside risk

3.56

1.49

+2.07

Omega ratio

Gain probability vs. loss probability

1.47

1.23

+0.24

Calmar ratio

Return relative to maximum drawdown

3.62

1.53

+2.09

Martin ratio

Return relative to average drawdown

14.54

7.32

+7.22

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ISTB vs. IVV - Sharpe Ratio Comparison

The current ISTB Sharpe Ratio is 2.32, which is higher than the IVV Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of ISTB and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ISTBIVVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.32

0.97

+1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

0.70

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.93

0.78

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.42

+0.41

Correlation

The correlation between ISTB and IVV is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ISTB vs. IVV - Dividend Comparison

ISTB's dividend yield for the trailing twelve months is around 4.18%, more than IVV's 1.23% yield.

TTM20252024202320222021202020192018201720162015
ISTB
iShares Core 1-5 Year USD Bond ETF		4.18%4.12%3.83%2.97%2.01%1.69%2.20%2.75%2.57%2.06%1.90%1.58%
IVV
iShares Core S&P 500 ETF		1.23%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%

Drawdowns

ISTB vs. IVV - Drawdown Comparison

The maximum ISTB drawdown since its inception was -9.34%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ISTB and IVV.

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Drawdown Indicators

ISTBIVVDifference

Max Drawdown

Largest peak-to-trough decline

-9.34%

-55.25%

+45.91%

Max Drawdown (1Y)

Largest decline over 1 year

-1.26%

-12.06%

+10.80%

Max Drawdown (5Y)

Largest decline over 5 years

-9.34%

-24.53%

+15.19%

Max Drawdown (10Y)

Largest decline over 10 years

-9.34%

-33.90%

+24.56%

Current Drawdown

Current decline from peak

-0.81%

-6.26%

+5.45%

Average Drawdown

Average peak-to-trough decline

-1.23%

-10.85%

+9.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.31%

2.53%

-2.22%

Volatility

ISTB vs. IVV - Volatility Comparison

The current volatility for iShares Core 1-5 Year USD Bond ETF (ISTB) is 0.78%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that ISTB experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ISTBIVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.78%

5.30%

-4.52%

Volatility (6M)

Calculated over the trailing 6-month period

1.18%

9.45%

-8.27%

Volatility (1Y)

Calculated over the trailing 1-year period

1.94%

18.31%

-16.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.78%

16.89%

-14.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.50%

18.04%

-15.54%