BIBL vs IVV

BIBL vs IVV

Which is better, BIBL or IVV?

Each has led over a different period.

IVV has a lower expense ratio. BIBL led over 1Y, IVV over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.0%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: 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

MetricBIBLIVV
Expense Ratio0.35%0.03%Best
AUM$491M$876.4B
Dividend Yield0.93%1.06%
Holdings100508
YTD Return+19.74%Best+13.85%
1Y Return+26.50%Best+18.57%
3Y Return (annualized)+22.07%+23.50%Best
5Y Return (annualized)+8.95%+13.34%Best
Volatility (annualized)18.1%16.2%Best
Max Drawdown-36.1%-33.9%Best
$10,000 over 5 years$15,351$18,703Best
Top 10 Weight39.0%37.8%Best
Fund FamilyInspire ETFsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 30, 2017May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2017 to Sep 25, 2026 (8.9 years).

BIBL 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 covers the 8.9 years both funds cover.

BIBL vs IVV Performance

Inspire 100 ETF (BIBL) is an ETF from Inspire ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BIBL returned +26.50% while IVV returned +18.57%. Year to date, BIBL is up 19.74% versus a gain of 13.85% for IVV.

Over three years, BIBL compounded at +22.07% per year against +23.50% for IVV; over five years the annualized figures are +8.95% and +13.34% respectively. Across the full 9-year window we track, IVV has the edge at +14.13% annualized vs +11.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIBL has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 16.2% 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 -36.1% for BIBL and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BIBL charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, BIBL currently yields 0.93% against 1.06% for IVV.

Holdings Overlap

BIBL already in IVV88.0%
IVV already in BIBL5.6%

88.0% of BIBL's money is in holdings IVV also owns. 5.6% of IVV's money is in holdings BIBL also owns.

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

66 positions in common, counted across the 99 positions we hold weights for in BIBL and 490 in IVV, against full books of 100 and 508.

What only one of them owns

Our book lists 417 positions for IVV that do not appear in our book for BIBL (93.1% of the fund), and 32 for BIBL that do not appear in IVV (11.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BIBLWeight in IVVDifference
CATCaterpillar, Inc.7.34%0.55%6.79%
ANETArista Networks Inc Common Stock5.31%0.30%5.01%
KLACKla Corp4.36%0.35%4.01%
APHAmphenol Corp. Class A4.06%0.29%3.77%
WELLWelltower, Inc.3.62%0.25%3.37%
IBKRInteractive Brokers Group Inc3.68%0.07%3.61%
PGRProgressive Corporation2.77%0.19%2.58%
FCXFreeport-mcmoran Copper & Gold Inc.2.73%0.16%2.57%
PHParker-Hannifin Corp.2.61%0.19%2.42%
FTNTFortinet Inc2.54%0.16%2.38%

88.0% of BIBL is already inside IVV.

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

BIBLIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIBL or IVV?

BIBL has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, BIBL or IVV?

Over the past year BIBL returned +26.50% vs +18.57% for IVV, so BIBL leads on 1-year performance. Over the longest common window we track (9 years), BIBL annualized +11.84% vs +14.13% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIBL or IVV?

BIBL has been the more volatile fund at 18.1% annualized versus 16.2% for IVV. Worst drawdown: BIBL -36.1% vs IVV -33.9%.

Should I hold both BIBL and IVV?

BIBL and IVV have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BIBL and IVV?

88.0% of BIBL's money is in holdings IVV also owns. 5.6% of IVV's is in holdings BIBL also owns. They hold 66 positions in common, counted across the 99 positions we hold weights for in BIBL and 490 in IVV.

Which pays a higher dividend, BIBL or IVV?

BIBL yields 0.93% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BIBL?

IVV has a lower expense ratio. BIBL led over 1Y, IVV over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.