BFJL vs IVV
FT Vest Bitcoin Strategy Floor15 ETF - July 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 | BFJL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.03% | |
| AUM | $3M | $865.2B | |
| Dividend Yield | 1.46% | 1.09% | |
| Holdings | 9 | 508 | |
| YTD Return | -5.43% | +13.72% | |
| 1Y Return | -16.25% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 10.0% | 15.1% | |
| Max Drawdown | -21.3% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 30, 2025 | May 15, 2000 |
BFJL vs IVV Performance
FT Vest Bitcoin Strategy Floor15 ETF - July (BFJL) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BFJL returned -16.25% while IVV returned +21.64%. Year to date, BFJL is down 5.43% 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 10.0% for BFJL. 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 -21.3% for BFJL 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BFJL charges 0.90% per year while IVV charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, BFJL currently yields 1.46% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, BFJL or IVV?
BFJL has an expense ratio of 0.90% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, BFJL or IVV?
Over the past year BFJL returned -16.25% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BFJL annualized -10.47% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BFJL or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.0% for BFJL. Worst drawdown: BFJL -21.3% vs IVV -56.5%.
Should I hold both BFJL and IVV?
BFJL and IVV have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BFJL or IVV?
BFJL yields 1.46% while IVV yields 1.09%, so BFJL currently pays the higher dividend yield.
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