BDGS vs IVV
Bridges Capital Tactical ETF vs iShares Core S&P 500 ETF
Which is better, BDGS or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 90.5%.
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 | BDGS | IVV |
|---|---|---|
| Expense Ratio | 0.87% | 0.03%Best |
| AUM | $43M | $876.4B |
| Dividend Yield | 0.52% | 1.06% |
| Holdings | 14 | 508 |
| YTD Return | +8.18% | +12.39%Best |
| 1Y Return | +9.89% | +16.61%Best |
| 3Y Return (annualized) | +14.55% | +21.38%Best |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 7.4%Best | 12.8% |
| Max Drawdown | -9.1%Best | -18.8% |
| $10,000 over 3.4 years | $15,492 | $19,520Best |
| Top 10 Weight | 90.5% | 37.8%Best |
| Fund Family | Bridges Capital | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | May 10, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: May 11, 2023 to Sep 18, 2026 (3.4 years).
BDGS 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 3.4 years both funds cover.
BDGS vs IVV Performance
Bridges Capital Tactical ETF (BDGS) is an ETF from Bridges Capital and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BDGS returned +9.89% while IVV returned +16.61%. Year to date, BDGS is up 8.18% versus a gain of 12.39% for IVV.
Over three years, BDGS compounded at +14.55% per year against +21.38% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 7.4% for BDGS. 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 -9.1% for BDGS 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDGS charges 0.87% per year while IVV charges 0.03%. On a $10,000 position that is $87 vs $3 annually, a gap of $84 per year that compounds over a long holding period. On income, BDGS currently yields 0.52% against 1.06% for IVV.
Holdings Overlap
26.1% of BDGS's money is in holdings IVV also owns. 35.0% of IVV's money is in holdings BDGS also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 15 positions we hold weights for in BDGS and 490 in IVV, against full books of 14 and 508.
What only one of them owns
Measured across the 15 and 490 positions we hold weights for.
IVV holds 470 positions BDGS does not, 63.6% of the fund.
Largest: GOOGL 3.00%, AVGO 2.65%, JPM 1.44%, BRK.B 1.39%, LLY 1.38%
Top Shared Holdings
| Stock | Weight in BDGS | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.15% | 7.02% | 4.87% |
| NVDANvidia Corp | 1.01% | 8.07% | 7.06% |
| MSFTMicrosoft Corp | 2.04% | 5.69% | 3.65% |
| AMZNAmazon.Com Inc | 1.90% | 3.84% | 1.94% |
| METAMeta Platforms Inc | 3.03% | 1.90% | 1.13% |
| TSLATesla Inc | 3.34% | 1.56% | 1.78% |
| GOOGAlphabet Inc | 1.87% | 2.39% | 0.52% |
| NFLXNetflix, Inc. | 3.28% | 0.51% | 2.77% |
| MUMicron Technology, Inc. | 2.11% | 1.63% | 0.48% |
| AMDAdvanced Micro Devices Inc | 1.91% | 1.16% | 0.75% |
35.0% of IVV is already inside BDGS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BDGS or IVV?
BDGS has an expense ratio of 0.87% while IVV charges 0.03%. IVV is the cheaper option, by $84 a year on a $10,000 investment.
Which performed better, BDGS or IVV?
Over the past year BDGS returned +9.89% vs +16.61% 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, BDGS or IVV?
IVV has been the more volatile fund at 12.8% annualized versus 7.4% for BDGS. Worst drawdown: BDGS -9.1% vs IVV -18.8%.
Should I hold both BDGS and IVV?
BDGS and IVV have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BDGS and IVV?
35.0% of IVV's money is in holdings BDGS also owns. 35.0% of IVV's is in holdings BDGS also owns. They hold 12 positions in common, counted across the 15 positions we hold weights for in BDGS and 490 in IVV.
Which pays a higher dividend, BDGS or IVV?
BDGS yields 0.52% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BDGS?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 90.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.