BBHL vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricBBHLIVVWinner
Expense Ratio0.71%0.03%
AUM$524M$865.2B
Dividend Yield0.00%1.09%
Holdings46508
YTD Return+10.13%+14.50%
1Y Return-+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.1%
Max Drawdown-12.0%-56.5%
Fund FamilyBrown Brothers HarrimaniShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 17, 2025May 15, 2000

BBHL vs IVV Performance

BBH Select Large Cap ETF (BBHL) is a ETF from Brown Brothers Harriman and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BBHL is up 10.13% versus a gain of 14.50% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -12.0% for BBHL 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

BBHL charges 0.71% per year while IVV charges 0.03%. On a $10,000 position that is $71 vs $3 annually, a gap of $68 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

34.0%overlap

BBHL and IVV share 42 holdings out of 508 unique holdings combined, representing a 34.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBHLWeight in IVVDifference
AAPL5.16%7.44%2.28%
GOOG8.41%2.53%5.88%
MSFT6.36%4.57%1.79%
AMZNProProPro
NVDAProProPro
KLACProProPro
AVGOProProPro
MAProProPro
AMATProProPro
WMProProPro
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Frequently Asked Questions

Which is cheaper, BBHL or IVV?

BBHL has an expense ratio of 0.71% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $68 per year of difference.

What is the holdings overlap between BBHL and IVV?

BBHL and IVV share 42 common holdings with a 34.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, BBHL or IVV?

BBHL yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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