BBHL vs IVV

BBHL vs IVV

Which is better, BBHL or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 46.8%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBBHLIVV
Expense Ratio0.71%0.03%Best
AUM$527M$876.4B
Dividend Yield0.00%1.06%
Holdings48508
YTD Return+6.21%+12.39%Best
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Top 10 Weight46.8%37.8%Best
Fund FamilyBrown Brothers HarrimaniShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BBHL vs IVV Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BBHL is up 6.21% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

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 1.06% for IVV.

Holdings Overlap

BBHL already in IVV92.9%
IVV already in BBHL46.3%

92.9% of BBHL's money is in holdings IVV also owns. 46.3% of IVV's money is in holdings BBHL also owns.

Most of BBHL is already inside IVV. Owning both mostly buys the same companies twice.

42 positions in common, counted across the 48 positions we hold weights for in BBHL and 490 in IVV, against full books of 48 and 508.

What only one of them owns

Measured across the 48 and 490 positions we hold weights for.

IVV holds 440 positions BBHL does not, 52.4% of the fund.

Largest: GOOGL 3.00%, MU 1.63%, TSLA 1.56%, AMD 1.16%, XOM 1.01%

Top Shared Holdings

StockWeight in BBHLWeight in IVVDifference
MSFTMicrosoft Corp7.97%5.69%2.28%
AAPLApple, Inc5.55%7.02%1.47%
NVDANvidia Corp3.22%8.07%4.85%
AMZNAmazon.Com Inc5.32%3.84%1.48%
GOOGAlphabet Inc6.41%2.39%4.02%
MAMastercard Inc4.13%0.72%3.41%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity3.37%1.39%1.98%
AVGOBroadcom Inc1.75%2.65%0.90%
KLACKla Corp3.88%0.35%3.53%
LLYEli Lilly & Co.2.72%1.38%1.34%

92.9% of BBHL is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBHLIVV

Free for up to 10 holdings. No account needed.

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, by $68 a year on a $10,000 investment.

What is the holdings overlap between BBHL and IVV?

92.9% of BBHL's money is in holdings IVV also owns. 46.3% of IVV's is in holdings BBHL also owns. They hold 42 positions in common, counted across the 48 positions we hold weights for in BBHL and 490 in IVV.

Which pays a higher dividend, BBHL or IVV?

BBHL yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BBHL?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.