BKNU vs IVV

BKNU vs IVV

Which is better, BKNU or IVV?

Trading-Leveraged Equity against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: 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

MetricBKNUIVV
Expense Ratio1.50%0.03%Best
AUM$1M$876.4B
Dividend Yield0.00%1.06%
Holdings3508
Fund FamilyREX SharesiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionSep 17, 2025May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 186 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BKNU has data through Mar 16, 2026 and IVV through Sep 18, 2026.

Fees and Cost Over Time

BKNU charges 1.50% per year while IVV charges 0.03%. On a $10,000 position that is $150 vs $3 annually, a gap of $147 per year that compounds over a long holding period. On income, BKNU currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in BKNU and 490 in IVV, totalling 11.2% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 213 days apart, BKNU as of Jan 30, 2026 and IVV as of Aug 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in BKNU and 490 in IVV, against full books of 3 and 508.

You are not choosing between two funds in isolation.

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

BKNUIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKNU or IVV?

BKNU has an expense ratio of 1.50% while IVV charges 0.03%. IVV is the cheaper option, by $147 a year on a $10,000 investment.

Which pays a higher dividend, BKNU or IVV?

BKNU yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BKNU?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.