BINV vs IVV
Brandes International ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BINV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BINV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $512M | $865.2B | |
| Dividend Yield | 2.21% | 1.09% | |
| Holdings | 74 | 508 | |
| YTD Return | +13.50% | +13.80% | |
| 1Y Return | +26.94% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 12.3% | 15.1% | |
| Max Drawdown | -14.9% | -56.5% | |
| Fund Family | Brandes Investment Partners | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2023 | May 15, 2000 |
BINV vs IVV Performance
Brandes International ETF (BINV) is a ETF from Brandes Investment Partners and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BINV returned +26.94% while IVV returned +23.70%. Year to date, BINV is up 13.50% 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 12.3% for BINV. 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 -14.9% for BINV 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BINV charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BINV currently yields 2.21% against 1.09% for IVV.
Holdings Overlap
BINV and IVV share 0 holdings out of 572 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, BINV or IVV?
BINV has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, BINV or IVV?
Over the past year BINV returned +26.94% vs +23.70% for IVV, so BINV leads on 1-year performance. Over the longest common window we track (3 years), BINV annualized +25.71% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BINV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.3% for BINV. Worst drawdown: BINV -14.9% vs IVV -56.5%.
Should I hold both BINV and IVV?
BINV and IVV have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BINV and IVV?
BINV and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 572 unique securities.
Which pays a higher dividend, BINV or IVV?
BINV yields 2.21% while IVV yields 1.09%, so BINV currently pays the higher dividend yield.
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