BIBL vs IVV

BIBL vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: BIBLMore Diversified: IVV

Side-by-Side Comparison

MetricBIBLIVVWinner
Expense Ratio0.35%0.03%
AUM$509M$907.0B
Dividend Yield0.95%1.10%
Holdings101508
YTD Return+21.49%+12.28%
1Y Return+32.16%+20.94%
3Y Return (annualized)+21.34%+21.81%
5Y Return (annualized)+9.02%+13.05%
Volatility (annualized)18.2%15.1%
Max Drawdown-36.1%-56.5%
Fund FamilyInspire ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 30, 2017May 15, 2000

BIBL vs IVV Performance

Inspire 100 ETF (BIBL) is a ETF from Inspire ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BIBL returned +32.16% while IVV returned +20.94%. Year to date, BIBL is up 21.49% versus a gain of 12.28% for IVV.

Over three years, BIBL compounded at +21.34% per year against +21.81% for IVV; over five years the annualized figures are +9.02% and +13.05% respectively. Across the full 9-year window we track, BIBL has the edge at +12.16% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIBL has been the more volatile fund, with annualized monthly volatility of 18.2% 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 -36.1% for BIBL 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 0.93. 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 0.95% against 1.10% for IVV.

Holdings Overlap

5.9%overlap

BIBL and IVV share 69 holdings out of 535 unique holdings combined, representing a 5.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBLWeight in IVVDifference
CAT7.77%0.63%7.14%
KLAC4.82%0.44%4.38%
ANET4.83%0.28%4.55%
WELLProProPro
APHProProPro
IBKRProProPro
PGRProProPro
PHProProPro
FTNTProProPro
FCXProProPro
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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. On a $10,000 investment, that is $32 per year of difference.

Which performed better, BIBL or IVV?

Over the past year BIBL returned +32.16% vs +20.94% for IVV, so BIBL leads on 1-year performance. Over the longest common window we track (9 years), BIBL annualized +12.16% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, BIBL or IVV?

BIBL has been the more volatile fund at 18.2% annualized versus 15.1% for IVV. Worst drawdown: BIBL -36.1% vs IVV -56.5%.

Should I hold both BIBL and IVV?

BIBL and IVV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BIBL and IVV?

BIBL and IVV share 69 common holdings with a 5.9% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, BIBL or IVV?

BIBL yields 0.95% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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