BIB vs IVV

BIB vs IVV
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Quick Verdict

IVV has a lower expense ratio. BIB delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: BIBMore Diversified: IVV

Side-by-Side Comparison

MetricBIBIVVWinner
Expense Ratio0.95%0.03%
AUM$88M$907.0B
Dividend Yield0.33%1.10%
Holdings261508
YTD Return+40.63%+12.96%
1Y Return+102.41%+20.70%
3Y Return (annualized)+30.59%+22.10%
5Y Return (annualized)+2.70%+13.40%
Volatility (annualized)40.5%15.1%
Max Drawdown-67.2%-56.5%
Fund FamilyProSharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionApr 6, 2010May 15, 2000

BIB vs IVV Performance

ProShares Ultra Nasdaq Biotechnology (BIB) is a ETF from ProShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BIB returned +102.41% while IVV returned +20.70%. Year to date, BIB is up 40.63% versus a gain of 12.96% for IVV.

Over three years, BIB compounded at +30.59% per year against +22.10% for IVV; over five years the annualized figures are +2.70% and +13.40% respectively. Across the full 16-year window we track, BIB has the edge at +18.15% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIB has been the more volatile fund, with annualized monthly volatility of 40.5% compared with 15.1% for IVV. 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 -67.2% for BIB 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BIB charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BIB currently yields 0.33% against 1.10% for IVV.

Holdings Overlap

1.3%overlap

BIB and IVV share 9 holdings out of 748 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBWeight in IVVDifference
VRTX4.62%0.19%4.43%
AMGN4.24%0.31%3.93%
GILD3.76%0.25%3.51%
REGNProProPro
MRNAProProPro
BIIBProProPro
IPGPProProPro
INCYProProPro
VTRSProProPro
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Frequently Asked Questions

Which is cheaper, BIB or IVV?

BIB has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, BIB or IVV?

Over the past year BIB returned +102.41% vs +20.70% for IVV, so BIB leads on 1-year performance. Over the longest common window we track (16 years), BIB annualized +18.15% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, BIB or IVV?

BIB has been the more volatile fund at 40.5% annualized versus 15.1% for IVV. Worst drawdown: BIB -67.2% vs IVV -56.5%.

Should I hold both BIB and IVV?

BIB and IVV have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIB and IVV?

BIB and IVV share 9 common holdings with a 1.3% weight overlap. Combined, they hold 748 unique securities.

Which pays a higher dividend, BIB or IVV?

BIB yields 0.33% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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