BINC vs IVV

BINC vs IVV

Which is better, BINC or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricBINCIVV
Expense Ratio0.40%0.03%Best
AUM$16.6B$876.4B
Dividend Yield5.87%1.06%
Holdings4,729508
YTD Return+0.67%+11.57%Best
1Y Return+2.20%+17.57%Best
3Y Return (annualized)+6.47%+20.71%Best
5Y Return (annualized)-+12.80%
Volatility (annualized)3.3%Best12.8%
Max Drawdown-2.7%Best-18.8%
$10,000 over 3.3 years$12,264$19,114Best
Fund FamilyBlackRock, Inc. (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionMay 19, 2023May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: May 23, 2023 to Sep 10, 2026 (3.3 years).

BINC 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 3.3 years both funds cover.

BINC vs IVV Performance

iShares Flexible Income Active ETF (BINC) 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 BINC returned +2.20% while IVV returned +17.57%. Year to date, BINC is up 0.67% versus a gain of 11.57% for IVV.

Over three years, BINC compounded at +6.47% per year against +20.71% 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 12.8% compared with 3.3% for BINC. 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 -2.7% for BINC 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BINC charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BINC currently yields 5.87% against 1.06% for IVV.

Holdings Overlap

IVV already in BINC3.5%

At least 3.5% of IVV's money is in holdings BINC also owns.

Stated as a floor: for BINC, our book for it covers 40.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and BINC share little of their money.

4 positions in common, counted across the 1,029 positions we hold weights for in BINC and 505 in IVV, against full books of 4,729 and 508.

Top Shared Holdings

StockWeight in BINCWeight in IVVDifference
GOOGLAlphabet A Usd 0.0010.01%3.19%3.18%
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.00%0.18%0.18%
FISVFiserv Inc.0.08%0.04%0.04%
IQVIqvia Holdings Inc.0.05%0.06%0.01%

You are not choosing between two funds in isolation.

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

BINCIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BINC or IVV?

BINC has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, BINC or IVV?

Over the past year BINC returned +2.20% vs +17.57% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BINC or IVV?

IVV has been the more volatile fund at 12.8% annualized versus 3.3% for BINC. Worst drawdown: BINC -2.7% vs IVV -18.8%.

Should I hold both BINC and IVV?

BINC and IVV have a monthly-return correlation of 0.68, 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 BINC and IVV?

At least 3.5% of IVV's money is in holdings BINC also owns. Our book for BINC is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 1,029 positions we hold weights for in BINC and 505 in IVV.

Which pays a higher dividend, BINC or IVV?

BINC yields 5.87% while IVV yields 1.06%, so BINC currently pays the higher dividend yield.

Is IVV better than BINC?

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.