BINT vs IVV
Bluemonte Global Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BINT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BINT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | +15.17% | +13.80% | |
| 1Y Return | +27.12% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 13.8% | 15.1% | |
| Max Drawdown | -10.9% | -56.5% | |
| Fund Family | Bluemonte Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | May 15, 2000 |
BINT vs IVV Performance
Bluemonte Global Equity ETF (BINT) is a ETF from Bluemonte Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BINT returned +27.12% while IVV returned +23.01%. Year to date, BINT is up 15.17% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.8% for BINT. 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 -10.9% for BINT 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BINT charges 0.23% per year while IVV charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period.
Holdings Overlap
BINT and IVV share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BINT or IVV?
BINT has an expense ratio of 0.23% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, BINT or IVV?
Over the past year BINT returned +27.12% vs +23.01% for IVV, so BINT leads on 1-year performance. Over the longest common window we track (1 years), BINT annualized +28.26% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BINT or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.8% for BINT. Worst drawdown: BINT -10.9% vs IVV -56.5%.
Should I hold both BINT and IVV?
BINT and IVV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BINT and IVV?
BINT and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
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