BNOV vs IVV

BNOV vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBNOVIVVWinner
Expense Ratio0.79%0.03%
AUM$213M$907.0B
Dividend Yield0.00%1.10%
Holdings6508
YTD Return+10.82%+14.29%
1Y Return+15.76%+21.79%
3Y Return (annualized)+13.29%+22.19%
5Y Return (annualized)+9.02%+13.28%
Volatility (annualized)11.7%15.1%
Max Drawdown-24.7%-56.5%
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionNov 1, 2019May 15, 2000

BNOV vs IVV Performance

Innovator US Equity Buffer ETF - November (BNOV) is a ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BNOV returned +15.76% while IVV returned +21.79%. Year to date, BNOV is up 10.82% versus a gain of 14.29% for IVV.

Over three years, BNOV compounded at +13.29% per year against +22.19% for IVV; over five years the annualized figures are +9.02% and +13.28% respectively. Across the full 7-year window we track, BNOV has the edge at +10.07% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.7% for BNOV. 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 -24.7% for BNOV 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BNOV charges 0.79% per year while IVV charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, BNOV currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, BNOV or IVV?

BNOV has an expense ratio of 0.79% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, BNOV or IVV?

Over the past year BNOV returned +15.76% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BNOV annualized +10.07% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, BNOV or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 11.7% for BNOV. Worst drawdown: BNOV -24.7% vs IVV -56.5%.

Should I hold both BNOV and IVV?

BNOV and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, BNOV or IVV?

BNOV yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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