BCIL vs IVV
Bancreek International Large Cap ETF vs iShares Core S&P 500 ETF
Which is better, BCIL or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 41.4%.
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
| Metric | BCIL | IVV |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $94M | $886.7B |
| Dividend Yield | 0.76% | 1.10% |
| Holdings | 31 | 508 |
| YTD Return | +6.44% | +12.70%Best |
| 1Y Return | -0.12% | +19.36%Best |
| 3Y Return (annualized) | - | +21.16% |
| 5Y Return (annualized) | - | +12.75% |
| Volatility (annualized) | 15.4% | 12.1%Best |
| Max Drawdown | -16.2%Best | -18.8% |
| $10,000 over 2.5 years | $12,035 | $15,170Best |
| Top 10 Weight | 41.4% | 37.9%Best |
| Fund Family | Bancreek Capital Advisors | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 21, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Sep 8, 2026 (2.5 years).
BCIL 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 2.5 years both funds cover.
BCIL vs IVV Performance
Bancreek International Large Cap ETF (BCIL) is an ETF from Bancreek Capital Advisors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BCIL returned -0.12% while IVV returned +19.36%. Year to date, BCIL is up 6.44% versus a gain of 12.70% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCIL has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 12.1% 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 -16.2% for BCIL 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BCIL charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, BCIL currently yields 0.76% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 30 holdings in BCIL and 504 in IVV, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 30 positions we hold weights for in BCIL and 504 in IVV, against full books of 31 and 508.
What only one of them owns
Our book lists 493 positions for IVV that do not appear in our book for BCIL (99.2% of the fund), and 0 for BCIL that do not appear in IVV (0.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BCIL and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCIL or IVV?
BCIL has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, BCIL or IVV?
Over the past year BCIL returned -0.12% vs +19.36% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCIL or IVV?
BCIL has been the more volatile fund at 15.4% annualized versus 12.1% for IVV. Worst drawdown: BCIL -16.2% vs IVV -18.8%.
Should I hold both BCIL and IVV?
BCIL and IVV have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BCIL or IVV?
BCIL yields 0.76% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than BCIL?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 41.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.