BFLX vs IVV

BFLX vs IVV

Which is better, BFLX or IVV?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricBFLXIVV
Expense Ratio0.40%0.03%Best
AUM$2.1B$882.6B
Dividend Yield0.00%1.06%
Holdings724508
YTD Return+2.40%+13.60%Best
1Y Return-+16.32%
3Y Return (annualized)-+23.81%
5Y Return (annualized)-+14.03%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 19, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BFLX 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.

BFLX vs IVV Performance

iShares Flexible Equity Active ETF (BFLX) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BFLX is up 2.40% versus a gain of 13.60% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BFLX 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, BFLX currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

IVV already in BFLX79.3%

At least 79.3% of IVV's money is in holdings BFLX also owns.

Only one direction is shown: for BFLX, our book for it lists positions totalling 121.4% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

Most of IVV is already inside BFLX. Owning both mostly buys the same companies twice.

357 positions in common, counted across the 489 positions we hold weights for in BFLX and 505 in IVV, against full books of 724 and 508.

Top Shared Holdings

StockWeight in BFLXWeight in IVVDifference
NVDANvidia Corp5.57%8.00%2.43%
AAPLApple, Inc4.95%7.39%2.44%
MSFTMicrosoft Corp4.54%5.57%1.03%
AMZNAmazon.Com Inc2.73%3.80%1.07%
VVisa Inc Class A3.13%0.93%2.20%
GOOGAlphabet Inc. C1.58%2.40%0.82%
AVGOBroadcom Inc0.95%2.59%1.64%
METAMeta Platforms Inc1.34%2.15%0.81%
MUMicron Technology, Inc.1.18%1.66%0.48%
FTNTFortinet Inc2.58%0.15%2.43%

79.3% of IVV is already inside BFLX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BFLXIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BFLX or IVV?

BFLX 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.

What is the holdings overlap between BFLX and IVV?

At least 79.3% of IVV's money is in holdings BFLX also owns. Our book for BFLX is partial, so the real figure is this or higher. They hold 357 positions in common, counted across the 489 positions we hold weights for in BFLX and 505 in IVV.

Which pays a higher dividend, BFLX or IVV?

BFLX yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BFLX?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.