IVVB vs. VBR
Compare and contrast key facts about iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Small-Cap Value ETF (VBR).
IVVB and VBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVVB is an actively managed fund by iShares. It was launched on Jun 28, 2023. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
IVVB vs. VBR - Performance Comparison
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IVVB vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | -2.81% | 9.60% | 18.66% | 2.60% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 10.11% |
Returns By Period
In the year-to-date period, IVVB achieves a -2.81% return, which is significantly lower than VBR's 3.59% return.
IVVB
- 1D
- 0.31%
- 1M
- -3.66%
- YTD
- -2.81%
- 6M
- -0.77%
- 1Y
- 10.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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IVVB vs. VBR - Expense Ratio Comparison
IVVB has a 0.50% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
IVVB vs. VBR — Risk / Return Rank
IVVB
VBR
IVVB vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Small-Cap Value ETF (VBR). 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.
| IVVB | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.93 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.43 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.37 | +0.22 |
Martin ratioReturn relative to average drawdown | 7.12 | 5.62 | +1.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVVB | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.39 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.40 | +0.65 |
Correlation
The correlation between IVVB and VBR is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IVVB vs. VBR - Dividend Comparison
IVVB's dividend yield for the trailing twelve months is around 1.26%, less than VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 1.26% | 1.22% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
IVVB vs. VBR - Drawdown Comparison
The maximum IVVB drawdown since its inception was -13.08%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for IVVB and VBR.
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Drawdown Indicators
| IVVB | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.08% | -61.98% | +48.90% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -14.18% | +7.28% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.28% | — |
Current DrawdownCurrent decline from peak | -4.45% | -5.75% | +1.30% |
Average DrawdownAverage peak-to-trough decline | -1.67% | -8.32% | +6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 3.46% | -1.92% |
Volatility
IVVB vs. VBR - Volatility Comparison
The current volatility for iShares Large Cap Deep Buffer ETF (IVVB) is 2.67%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 5.40%. This indicates that IVVB experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVVB | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 5.40% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 6.27% | 11.29% | -5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 20.64% | -10.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.47% | 19.85% | -10.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.47% | 21.73% | -12.26% |