BBCA vs IVV
JPMorgan BetaBuilders Canada ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BBCA delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BBCA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $11.4B | $907.0B | |
| Dividend Yield | 1.73% | 1.10% | |
| Holdings | 82 | 508 | |
| YTD Return | +15.22% | +14.29% | |
| 1Y Return | +32.09% | +21.79% | |
| 3Y Return (annualized) | +24.30% | +22.19% | |
| 5Y Return (annualized) | +13.05% | +13.28% | |
| Volatility (annualized) | 18.7% | 15.1% | |
| Max Drawdown | -42.8% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2018 | May 15, 2000 |
BBCA vs IVV Performance
JPMorgan BetaBuilders Canada ETF (BBCA) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BBCA returned +32.09% while IVV returned +21.79%. Year to date, BBCA is up 15.22% versus a gain of 14.29% for IVV.
Over three years, BBCA compounded at +24.30% per year against +22.19% for IVV; over five years the annualized figures are +13.05% and +13.28% respectively. Across the full 8-year window we track, BBCA has the edge at +11.85% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBCA has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -42.8% for BBCA and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBCA charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, BBCA currently yields 1.73% against 1.10% for IVV.
Holdings Overlap
BBCA and IVV share 0 holdings out of 580 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BBCA or IVV?
BBCA has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, BBCA or IVV?
Over the past year BBCA returned +32.09% vs +21.79% for IVV, so BBCA leads on 1-year performance. Over the longest common window we track (8 years), BBCA annualized +11.85% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BBCA or IVV?
BBCA has been the more volatile fund at 18.7% annualized versus 15.1% for IVV. Worst drawdown: BBCA -42.8% vs IVV -56.5%.
Should I hold both BBCA and IVV?
BBCA and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBCA and IVV?
BBCA and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 580 unique securities.
Which pays a higher dividend, BBCA or IVV?
BBCA yields 1.73% while IVV yields 1.10%, so BBCA currently pays the higher dividend yield.
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