BEEZ vs IVV
Honeytree US Equity 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 505 holdings.
Side-by-Side Comparison
| Metric | BEEZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.03% | |
| AUM | $6M | $865.2B | |
| Dividend Yield | 0.54% | 1.09% | |
| Holdings | 27 | 508 | |
| YTD Return | +8.18% | +13.72% | |
| 1Y Return | +7.55% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 11.9% | 15.1% | |
| Max Drawdown | -18.6% | -56.5% | |
| Fund Family | Honeytree | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 6, 2023 | May 15, 2000 |
BEEZ vs IVV Performance
Honeytree US Equity ETF (BEEZ) is a ETF from Honeytree and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BEEZ returned +7.55% while IVV returned +21.64%. Year to date, BEEZ is up 8.18% versus a gain of 13.72% 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 BEEZ. 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 -18.6% for BEEZ 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEEZ charges 0.64% per year while IVV charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, BEEZ currently yields 0.54% against 1.09% for IVV.
Holdings Overlap
BEEZ and IVV share 1 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BEEZ | Weight in IVV | Difference |
|---|---|---|---|
| PNR | 3.60% | 0.02% | 3.58% |
Frequently Asked Questions
Which is cheaper, BEEZ or IVV?
BEEZ has an expense ratio of 0.64% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, BEEZ or IVV?
Over the past year BEEZ returned +7.55% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BEEZ annualized +12.46% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BEEZ or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.9% for BEEZ. Worst drawdown: BEEZ -18.6% vs IVV -56.5%.
Should I hold both BEEZ and IVV?
BEEZ and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEEZ and IVV?
BEEZ and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BEEZ or IVV?
BEEZ yields 0.54% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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