BEEX vs IVV
The BeeHive 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 | BEEX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.84% | 0.03% | |
| AUM | $206M | $907.0B | |
| Dividend Yield | 0.32% | 1.10% | |
| Holdings | 41 | 508 | |
| YTD Return | +9.11% | +14.29% | |
| 1Y Return | +14.77% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 11.9% | 15.1% | |
| Max Drawdown | -15.1% | -56.5% | |
| Fund Family | The Beehive Fund | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 14, 2024 | May 15, 2000 |
BEEX vs IVV Performance
The BeeHive ETF (BEEX) is a ETF from The Beehive Fund and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BEEX returned +14.77% while IVV returned +21.79%. Year to date, BEEX is up 9.11% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% for BEEX. 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 -15.1% for BEEX 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BEEX charges 0.84% per year while IVV charges 0.03%. On a $10,000 position that is $84 vs $3 annually, a gap of $81 per year that compounds over a long holding period. On income, BEEX currently yields 0.32% against 1.10% for IVV.
Holdings Overlap
BEEX and IVV share 29 holdings out of 516 unique holdings combined, representing a 25.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BEEX or IVV?
BEEX has an expense ratio of 0.84% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, BEEX or IVV?
Over the past year BEEX returned +14.77% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BEEX annualized +12.42% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BEEX or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.9% for BEEX. Worst drawdown: BEEX -15.1% vs IVV -56.5%.
Should I hold both BEEX and IVV?
BEEX and IVV have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BEEX and IVV?
BEEX and IVV share 29 common holdings with a 25.7% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, BEEX or IVV?
BEEX yields 0.32% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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