BCUS vs IVV
Bancreek US Large Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BCUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $159M | $907.0B | |
| Dividend Yield | 0.28% | 1.10% | |
| Holdings | 31 | 508 | |
| YTD Return | +9.45% | +13.51% | |
| 1Y Return | +9.61% | +20.65% | |
| 3Y Return (annualized) | - | +21.94% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 12.5% | 15.1% | |
| Max Drawdown | -18.2% | -56.5% | |
| Fund Family | Bancreek Capital Advisors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 20, 2023 | May 15, 2000 |
BCUS vs IVV Performance
Bancreek US Large Cap ETF (BCUS) is a ETF from Bancreek Capital Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BCUS returned +9.61% while IVV returned +20.65%. Year to date, BCUS is up 9.45% versus a gain of 13.51% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.5% for BCUS. 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 -18.2% for BCUS 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BCUS currently yields 0.28% against 1.10% for IVV.
Holdings Overlap
BCUS and IVV share 15 holdings out of 520 unique holdings combined, representing a 10.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCUS or IVV?
BCUS has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, BCUS or IVV?
Over the past year BCUS returned +9.61% vs +20.65% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BCUS annualized +14.06% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, BCUS or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.5% for BCUS. Worst drawdown: BCUS -18.2% vs IVV -56.5%.
Should I hold both BCUS and IVV?
BCUS and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCUS and IVV?
BCUS and IVV share 15 common holdings with a 10.8% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, BCUS or IVV?
BCUS yields 0.28% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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