BDIV vs IVV
AAM Brentview Dividend Growth 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 | BDIV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $7M | $886.7B | |
| Dividend Yield | 1.05% | 1.10% | |
| Holdings | 39 | 508 | |
| YTD Return | +10.10% | +13.86% | |
| 1Y Return | +17.46% | +21.57% | |
| 3Y Return (annualized) | - | +21.48% | |
| 5Y Return (annualized) | - | +12.88% | |
| Volatility (annualized) | 10.8% | 15.1% | |
| Max Drawdown | -15.0% | -56.5% | |
| Fund Family | Advisors Asset Management, Inc. | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | May 15, 2000 |
BDIV vs IVV Performance
AAM Brentview Dividend Growth ETF (BDIV) is a ETF from Advisors Asset Management, Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BDIV returned +17.46% while IVV returned +21.57%. Year to date, BDIV is up 10.10% versus a gain of 13.86% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.8% for BDIV. 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 -15.0% for BDIV 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDIV charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, BDIV currently yields 1.05% against 1.10% for IVV.
Holdings Overlap
BDIV and IVV share 32 holdings out of 510 unique holdings combined, representing a 28.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDIV or IVV?
BDIV has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, BDIV or IVV?
Over the past year BDIV returned +17.46% vs +21.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BDIV annualized +15.56% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BDIV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.8% for BDIV. Worst drawdown: BDIV -15.0% vs IVV -56.5%.
Should I hold both BDIV and IVV?
BDIV and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDIV and IVV?
BDIV and IVV share 32 common holdings with a 28.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, BDIV or IVV?
BDIV yields 1.05% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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