BSV vs. BIV

This is a comparison between BSV and BIV. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

BIV BSV
Segment Fixed Income: U.S. - Government/Credit Investment Grade Intermediate Fixed Income: U.S. - Government/Credit Investment Grade Short-Term
Net Assets $15.11B $24.58B
Expense Ratio 0.07% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index
YTD Return -2.29% -0.36%
1-Year Return -1.52% -0.32%
3-Year Return 1.71% 0.74%
5-Year Return 2.55% 1.04%
10-Year Return 4.58% 2.12%
1-Year Tax Cost Ratio 1.15% 0.74%
BSV description

The Fund seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity. The Fund employs an indexing investment approach designed to track the performance of the Barclays Capital U.S. 1-5 Year Government/ Credit Float Adjusted Index.

BSV returns
YTD Return -0.36%
1-Month Return 0.05%
3-Month Return 0.19%
1-Year Return -0.32%
3-Year Return 0.74%
5-Year Return 1.04%
10-Year Return 2.12%
BSV expense ratio is 0.07%
BSV holdings

Top 10 Holdings (1.26% of Total Assets)

Name Symbol % Assets
US Treasury Note 1.5% N/A 1.26%
BIV description

The Fund seeks to track the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The Fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index.

BIV returns
YTD Return -2.29%
1-Month Return 0.02%
3-Month Return -0.27%
1-Year Return -1.52%
3-Year Return 1.71%
5-Year Return 2.55%
10-Year Return 4.58%
BIV expense ratio is 0.07%
BIV holdings

Top 10 Holdings (1.75% of Total Assets)

Name Symbol % Assets
US Treasury Note 1.75% N/A 1.75%
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