BOBP vs IVV
CORE16 Best of Breed Premier Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BOBP delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BOBP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $2M | $907.0B | |
| Dividend Yield | 2.93% | 1.10% | |
| Holdings | 52 | 508 | |
| YTD Return | +15.20% | +12.39% | |
| 1Y Return | +22.10% | +20.24% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +12.84% | |
| Volatility (annualized) | 22.9% | 15.1% | |
| Max Drawdown | -16.3% | -56.5% | |
| Fund Family | Exchange Traded Concepts Trust | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 20, 2025 | May 15, 2000 |
BOBP vs IVV Performance
CORE16 Best of Breed Premier Index ETF (BOBP) is a ETF from Exchange Traded Concepts Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BOBP returned +22.10% while IVV returned +20.24%. Year to date, BOBP is up 15.20% versus a gain of 12.39% for IVV.
Risk: Volatility and Drawdowns
BOBP has been the more volatile fund, with annualized monthly volatility of 22.9% 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 -16.3% for BOBP 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BOBP 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, BOBP currently yields 2.93% against 1.10% for IVV.
Holdings Overlap
BOBP and IVV share 41 holdings out of 515 unique holdings combined, representing a 19.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BOBP or IVV?
BOBP 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, BOBP or IVV?
Over the past year BOBP returned +22.10% vs +20.24% for IVV, so BOBP leads on 1-year performance. Over the longest common window we track (1 years), BOBP annualized +20.53% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BOBP or IVV?
BOBP has been the more volatile fund at 22.9% annualized versus 15.1% for IVV. Worst drawdown: BOBP -16.3% vs IVV -56.5%.
Should I hold both BOBP and IVV?
BOBP and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOBP and IVV?
BOBP and IVV share 41 common holdings with a 19.6% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, BOBP or IVV?
BOBP yields 2.93% while IVV yields 1.10%, so BOBP currently pays the higher dividend yield.
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