BAGX vs IVV
EA Bridgeway Aggressive Investors ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BAGX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.03% | |
| AUM | $214M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 86 | 508 | |
| YTD Return | +3.88% | +13.22% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.6% | -56.5% | |
| Fund Family | Bridgeway Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | May 15, 2000 |
BAGX vs IVV Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is a ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BAGX is up 3.88% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.6% for BAGX and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BAGX charges 0.73% per year while IVV charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
BAGX and IVV share 64 holdings out of 527 unique holdings combined, representing a 30.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAGX or IVV?
BAGX has an expense ratio of 0.73% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between BAGX and IVV?
BAGX and IVV share 64 common holdings with a 30.2% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, BAGX or IVV?
BAGX yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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