BDYN vs IVV
iShares Dynamic Equity Active ETF vs iShares Core S&P 500 ETF
Which is better, BDYN or IVV?
Nearly the same fund. IVV costs less.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. BDYN is less concentrated, with 30.2% of the fund in its ten largest positions against 37.8%.
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 | BDYN | IVV |
|---|---|---|
| Expense Ratio | 0.40% | 0.03%Best |
| AUM | $3.1B | $876.4B |
| Dividend Yield | 1.99% | 1.06% |
| Holdings | 408 | 508 |
| YTD Return | +8.30% | +12.39%Best |
| 1Y Return | +12.61% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 12.8%Best | 13.3% |
| Max Drawdown | -10.8% | -8.9%Best |
| $10,000 over 1 years | $11,266 | $11,675Best |
| Top 10 Weight | 30.2%Best | 37.8% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 12, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 15, 2025 to Sep 18, 2026 (1 years).
BDYN 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 1 years both funds cover.
BDYN vs IVV Performance
iShares Dynamic Equity Active ETF (BDYN) 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 BDYN returned +12.61% while IVV returned +16.61%. Year to date, BDYN is up 8.30% versus a gain of 12.39% 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 13.3% compared with 12.8% for BDYN. 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 -10.8% for BDYN and -8.9% 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BDYN 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, BDYN currently yields 1.99% against 1.06% for IVV.
Holdings Overlap
73.0% of BDYN's money is in holdings IVV also owns. 66.7% of IVV's money is in holdings BDYN also owns.
Most of BDYN is already inside IVV. Owning both mostly buys the same companies twice.
99 positions in common, counted across the 246 positions we hold weights for in BDYN and 490 in IVV, against full books of 408 and 508.
What only one of them owns
Our book lists 383 positions for IVV that do not appear in our book for BDYN (32.0% of the fund), and 82 for BDYN that do not appear in IVV (13.0%).
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.
Top Shared Holdings
| Stock | Weight in BDYN | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.52% | 8.07% | 3.55% |
| AAPLApple, Inc | 4.68% | 7.02% | 2.34% |
| MSFTMicrosoft Corp | 3.48% | 5.69% | 2.21% |
| AMZNAmazon.Com Inc | 3.19% | 3.84% | 0.65% |
| GOOGAlphabet Inc | 3.74% | 2.39% | 1.35% |
| AVGOBroadcom Inc | 2.13% | 2.65% | 0.52% |
| MUMicron Technology, Inc. | 1.93% | 1.63% | 0.30% |
| LLYEli Lilly & Co. | 2.10% | 1.38% | 0.72% |
| METAMeta Platforms Inc | 1.53% | 1.90% | 0.37% |
| GOOGLAlphabet Inc,class A | 0.10% | 3.00% | 2.90% |
73.0% of BDYN is already inside IVV.
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, BDYN or IVV?
BDYN 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, BDYN or IVV?
Over the past year BDYN returned +12.61% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BDYN annualized +12.66% vs +16.75% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BDYN or IVV?
IVV has been the more volatile fund at 13.3% annualized versus 12.8% for BDYN. Worst drawdown: BDYN -10.8% vs IVV -8.9%.
Should I hold both BDYN and IVV?
BDYN and IVV have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BDYN and IVV?
73.0% of BDYN's money is in holdings IVV also owns. 66.7% of IVV's is in holdings BDYN also owns. They hold 99 positions in common, counted across the 246 positions we hold weights for in BDYN and 490 in IVV.
Which pays a higher dividend, BDYN or IVV?
BDYN yields 1.99% while IVV yields 1.06%, so BDYN currently pays the higher dividend yield.
Is IVV better than BDYN?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. BDYN is less concentrated, with 30.2% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.