BIDD vs IVV

BIDD vs IVV

Which is better, BIDD or IVV?

Each has led over a different period.

IVV has a lower expense ratio. BIDD led over 1Y, IVV over the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: BIDD

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

MetricBIDDIVV
Expense Ratio0.59%0.03%Best
AUM$415M$876.4B
Dividend Yield7.51%1.06%
Holdings55508
YTD Return+10.71%+12.39%Best
1Y Return+16.71%Best+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)12.4%Best12.7%
Max Drawdown-15.1%Best-18.8%
$10,000 over 1.8 years$13,148$13,197Best
Top 10 Weight33.1%Best37.8%
Fund FamilyBlackRock, Inc. (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 15, 2024May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 18, 2024 to Sep 18, 2026 (1.8 years).

BIDD 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 1.8 years both funds cover.

BIDD vs IVV Performance

iShares International Dividend Active ETF (BIDD) is an ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BIDD returned +16.71% while IVV returned +16.61%. Year to date, BIDD is up 10.71% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.4% for BIDD. 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 -15.1% for BIDD and -18.8% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIDD charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, BIDD currently yields 7.51% against 1.06% for IVV.

Holdings Overlap

BIDD already in IVV2.8%
IVV already in BIDD0.1%

2.8% of BIDD's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings BIDD also owns.

BIDD and IVV share little of their money.

1 positions in common, counted across the 49 positions we hold weights for in BIDD and 490 in IVV, against full books of 55 and 508.

What only one of them owns

Our book lists 481 positions for IVV that do not appear in our book for BIDD (98.5% of the fund), and 4 for BIDD that do not appear in IVV (8.6%).

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 BIDDWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares2.76%0.15%2.61%

You are not choosing between two funds in isolation.

Whichever of BIDD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIDDIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIDD or IVV?

BIDD has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, BIDD or IVV?

Over the past year BIDD returned +16.71% vs +16.61% for IVV, so BIDD leads on 1-year performance. Over the longest common window we track (2 years), BIDD annualized +16.42% vs +16.66% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIDD or IVV?

IVV has been the more volatile fund at 12.7% annualized versus 12.4% for BIDD. Worst drawdown: BIDD -15.1% vs IVV -18.8%.

Should I hold both BIDD and IVV?

BIDD and IVV have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BIDD and IVV?

2.8% of BIDD's money is in holdings IVV also owns. 0.1% of IVV's is in holdings BIDD also owns. They hold 1 positions in common, counted across the 49 positions we hold weights for in BIDD and 490 in IVV.

Which pays a higher dividend, BIDD or IVV?

BIDD yields 7.51% while IVV yields 1.06%, so BIDD currently pays the higher dividend yield.

Is IVV better than BIDD?

IVV has a lower expense ratio. BIDD led over 1Y, IVV over the full window. BIDD is less concentrated, with 33.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.