BBLU vs IVV

BBLU vs IVV

Which is better, BBLU or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: BBLULess Concentrated: BBLU

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

MetricBBLUIVV
Expense Ratio0.15%0.03%Best
AUM$464M$876.4B
Dividend Yield1.14%1.06%
Holdings40508
YTD Return+13.20%Best+12.39%
1Y Return+16.77%Best+16.61%
3Y Return (annualized)+21.98%Best+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)11.9%Best13.0%
Max Drawdown-17.2%Best-18.8%
$10,000 over 3.9 years$23,638Best$21,842
Top 10 Weight34.1%Best37.8%
Fund FamilyBridgeway FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 31, 1997May 15, 2000

Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 18, 2026 (3.9 years).

BBLU 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 covers the 3.9 years both funds cover.

BBLU vs IVV Performance

EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BBLU returned +16.77% while IVV returned +16.61%. Year to date, BBLU is up 13.20% versus a gain of 12.39% for IVV.

Over three years, BBLU compounded at +21.98% per year against +21.38% for IVV. Across the full 4-year window we track, BBLU has the edge at +24.68% annualized vs +22.18%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 11.9% for BBLU. 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 -17.2% for BBLU and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BBLU charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, BBLU currently yields 1.14% against 1.06% for IVV.

Holdings Overlap

BBLU already in IVV99.7%
IVV already in BBLU55.2%

99.7% of BBLU's money is in holdings IVV also owns. 55.2% of IVV's money is in holdings BBLU also owns.

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

37 positions in common, counted across the 38 positions we hold weights for in BBLU and 490 in IVV, against full books of 40 and 508.

What only one of them owns

Measured across the 38 and 490 positions we hold weights for.

IVV holds 445 positions BBLU does not, 43.5% of the fund.

Largest: MU 1.63%, INTC 0.67%, LRCX 0.57%, AMAT 0.55%, CAT 0.55%

Top Shared Holdings

StockWeight in BBLUWeight in IVVDifference
NVDANvidia Corp3.95%8.07%4.12%
AAPLApple, Inc3.51%7.02%3.51%
MSFTMicrosoft Corp3.22%5.69%2.47%
AMZNAmazon.Com Inc2.56%3.84%1.28%
AVGOBroadcom Inc3.69%2.65%1.04%
JPMJpmorgan Chase3.87%1.44%2.43%
GOOGLAlphabet Inc,class A1.79%3.00%1.21%
PLTRPalantir Technologies Inc3.74%0.65%3.09%
METAMeta Platforms Inc2.40%1.90%0.50%
AMDAdvanced Micro Devices Inc3.08%1.16%1.92%

99.7% of BBLU 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.

BBLUIVV

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Frequently Asked Questions

Which is cheaper, BBLU or IVV?

BBLU has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, BBLU or IVV?

Over the past year BBLU returned +16.77% vs +16.61% for IVV, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.68% vs +22.18% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBLU or IVV?

IVV has been the more volatile fund at 13.0% annualized versus 11.9% for BBLU. Worst drawdown: BBLU -17.2% vs IVV -18.8%.

Should I hold both BBLU and IVV?

BBLU and IVV have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BBLU and IVV?

99.7% of BBLU's money is in holdings IVV also owns. 55.2% of IVV's is in holdings BBLU also owns. They hold 37 positions in common, counted across the 38 positions we hold weights for in BBLU and 490 in IVV.

Which pays a higher dividend, BBLU or IVV?

BBLU yields 1.14% while IVV yields 1.06%, so BBLU currently pays the higher dividend yield.

Is IVV better than BBLU?

IVV has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. BBLU is less concentrated, with 34.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.