BOUT vs IVV
CapForce IBD Breakout Opportunities ETF vs iShares Core S&P 500 ETF
Which is better, BOUT or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | BOUT | IVV |
|---|---|---|
| Expense Ratio | 0.80% | 0.03%Best |
| AUM | $15M | $882.6B |
| Dividend Yield | 0.28% | 1.06% |
| Holdings | 31 | 508 |
| YTD Return | +17.34%Best | +12.76% |
| 1Y Return | +9.69% | +15.57%Best |
| 3Y Return (annualized) | +13.09% | +22.95%Best |
| 5Y Return (annualized) | +4.99% | +13.54%Best |
| Volatility (annualized) | 21.5% | 16.8%Best |
| Max Drawdown | -36.8% | -33.9%Best |
| $10,000 over 5 years | $12,757 | $18,869Best |
| Fund Family | Capital-FORCE ETF | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Sep 12, 2018 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 13, 2018 to Oct 1, 2026 (8 years).
BOUT vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8 years both funds cover.
BOUT vs IVV Performance
CapForce IBD Breakout Opportunities ETF (BOUT) is an ETF from Capital-FORCE ETF and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BOUT returned +9.69% while IVV returned +15.57%. Year to date, BOUT is up 17.34% versus a gain of 12.76% for IVV.
Over three years, BOUT compounded at +13.09% per year against +22.95% for IVV; over five years the annualized figures are +4.99% and +13.54% respectively. Across the full 8-year window we track, IVV has the edge at +13.83% annualized vs +7.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOUT has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 16.8% 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 -36.8% for BOUT and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
BOUT charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, BOUT currently yields 0.28% against 1.06% for IVV.
Holdings Overlap
At least 1.4% of IVV's money is in holdings BOUT also owns.
Stated as a floor: for BOUT, our book for it covers 93.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BOUT share little of their money.
7 positions in common, counted across the 29 positions we hold weights for in BOUT and 505 in IVV, against full books of 31 and 508.
Top Shared Holdings
| Stock | Weight in BOUT | Weight in IVV | Difference |
|---|---|---|---|
| BACBank of America Corp.: Financials | 4.06% | 0.62% | 3.44% |
| BKBank Of New York Mellon Corp | 4.00% | 0.17% | 3.83% |
| NEMNewmont Corp Common | 0.99% | 0.20% | 0.79% |
| GRMNGarminltd. | 1.00% | 0.07% | 0.93% |
| EMREmerson Electric Co. | 0.00% | 0.13% | 0.13% |
| MCOMoody'S Corp. | 0.00% | 0.11% | 0.11% |
| EXPEExpedia Group Inc (consumer Discretionary) | 0.00% | 0.05% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of BOUT and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BOUT or IVV?
BOUT has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, BOUT or IVV?
Over the past year BOUT returned +9.69% vs +15.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +7.45% vs +13.83% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOUT or IVV?
BOUT has been the more volatile fund at 21.5% annualized versus 16.8% for IVV. Worst drawdown: BOUT -36.8% vs IVV -33.9%.
Should I hold both BOUT and IVV?
BOUT and IVV have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BOUT and IVV?
At least 1.4% of IVV's money is in holdings BOUT also owns. Our book for BOUT is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 29 positions we hold weights for in BOUT and 505 in IVV.
Which pays a higher dividend, BOUT or IVV?
BOUT yields 0.28% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BOUT?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.