BDVL vs IVV
iShares Disciplined Volatility Equity Active ETF vs iShares Core S&P 500 ETF
Which is better, BDVL or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y.
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 | BDVL | IVV |
|---|---|---|
| Expense Ratio | 0.40% | 0.03%Best |
| AUM | $1.8B | $886.7B |
| Dividend Yield | 3.51% | 1.10% |
| Holdings | 613 | 508 |
| YTD Return | +9.37% | +13.86%Best |
| 1Y Return | +11.41% | +21.57%Best |
| 3Y Return (annualized) | - | +21.48% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 8.5%Best | 13.2% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Sep 12, 2025 | May 15, 2000 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
BDVL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BDVL vs IVV Performance
iShares Disciplined Volatility Equity Active ETF (BDVL) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BDVL returned +11.41% while IVV returned +21.57%. Year to date, BDVL is up 9.37% versus a gain of 13.86% 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 13.2% compared with 8.5% for BDVL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BDVL charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BDVL currently yields 3.51% against 1.10% for IVV.
Holdings Overlap
At least 65.3% of IVV's money is in holdings BDVL also owns.
Only one direction is shown: for BDVL, our book for it lists positions totalling 114.5% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
183 positions in common, counted across the 487 positions we hold weights for in BDVL and 505 in IVV, against full books of 613 and 508.
Top Shared Holdings
| Stock | Weight in BDVL | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 0.66% | 7.98% | 7.32% |
| AAPLApple, Inc | 0.47% | 6.86% | 6.39% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 1.04% | 5.44% | 4.40% |
| AMZNAmazon.Com Inc | 1.27% | 4.01% | 2.74% |
| GOOGAlphabet Inc. C | 1.44% | 2.56% | 1.12% |
| AVGOBroadcom Inc | 0.77% | 2.98% | 2.21% |
| METAMeta Platform Inc | 0.62% | 1.94% | 1.32% |
| JNJJohnson & Johnson - Common | 1.18% | 0.93% | 0.25% |
| MAMastercard Inc | 1.35% | 0.69% | 0.66% |
| VVisa Inc Class A | 1.09% | 0.92% | 0.17% |
65.3% of IVV is already inside BDVL.
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, BDVL or IVV?
BDVL has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, BDVL or IVV?
Over the past year BDVL returned +11.41% vs +21.57% 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, BDVL or IVV?
IVV has been the more volatile fund at 13.2% annualized versus 8.5% for BDVL.
Should I hold both BDVL and IVV?
BDVL and IVV have a monthly-return correlation of 0.73, 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 BDVL and IVV?
At least 65.3% of IVV's money is in holdings BDVL also owns. Our book for BDVL is partial, so the real figure is this or higher. They hold 183 positions in common, counted across the 487 positions we hold weights for in BDVL and 505 in IVV.
Which pays a higher dividend, BDVL or IVV?
BDVL yields 3.51% while IVV yields 1.10%, so BDVL currently pays the higher dividend yield.
Is IVV better than BDVL?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.