BFRE vs IVV
Westwood LBRTY Global Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BFRE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BFRE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $2M | $886.7B | |
| Dividend Yield | 0.95% | 1.10% | |
| Holdings | 211 | 508 | |
| YTD Return | +2.25% | +12.92% | |
| 1Y Return | +23.61% | +21.22% | |
| 3Y Return (annualized) | - | +20.95% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -12.2% | -56.5% | |
| Fund Family | Westwood Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | May 15, 2000 |
BFRE vs IVV Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BFRE returned +23.61% while IVV returned +21.22%. Year to date, BFRE is up 2.25% versus a gain of 12.92% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BFRE charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 1.10% for IVV.
Holdings Overlap
BFRE and IVV share 122 holdings out of 585 unique holdings combined, representing a 45.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BFRE or IVV?
BFRE has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, BFRE or IVV?
Over the past year BFRE returned +23.61% vs +21.22% for IVV, so BFRE leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and IVV?
BFRE and IVV share 122 common holdings with a 45.1% weight overlap. Combined, they hold 585 unique securities.
Which pays a higher dividend, BFRE or IVV?
BFRE yields 0.95% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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