BLDG vs IVV
Cambria Global Real Estate ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BLDG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $55M | $907.0B | |
| Dividend Yield | 5.17% | 1.10% | |
| Holdings | 83 | 508 | |
| YTD Return | +9.94% | +14.29% | |
| 1Y Return | +11.12% | +21.79% | |
| 3Y Return (annualized) | +9.61% | +22.19% | |
| 5Y Return (annualized) | +2.83% | +13.28% | |
| Volatility (annualized) | 15.8% | 15.1% | |
| Max Drawdown | -27.3% | -56.5% | |
| Fund Family | Cambria Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2020 | May 15, 2000 |
BLDG vs IVV Performance
Cambria Global Real Estate ETF (BLDG) is a ETF from Cambria Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BLDG returned +11.12% while IVV returned +21.79%. Year to date, BLDG is up 9.94% versus a gain of 14.29% for IVV.
Over three years, BLDG compounded at +9.61% per year against +22.19% for IVV; over five years the annualized figures are +2.83% and +13.28% respectively. Across the full 6-year window we track, BLDG has the edge at +7.40% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLDG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 15.1% for IVV. 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 -27.3% for BLDG 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLDG 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, BLDG currently yields 5.17% against 1.10% for IVV.
Holdings Overlap
BLDG and IVV share 5 holdings out of 578 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLDG or IVV?
BLDG has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, BLDG or IVV?
Over the past year BLDG returned +11.12% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), BLDG annualized +7.40% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BLDG or IVV?
BLDG has been the more volatile fund at 15.8% annualized versus 15.1% for IVV. Worst drawdown: BLDG -27.3% vs IVV -56.5%.
Should I hold both BLDG and IVV?
BLDG and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLDG and IVV?
BLDG and IVV share 5 common holdings with a 0.3% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, BLDG or IVV?
BLDG yields 5.17% while IVV yields 1.10%, so BLDG currently pays the higher dividend yield.
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