BOUT vs IVV
CapForce IBD Breakout Opportunities ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BOUT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BOUT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $16M | $865.2B | |
| Dividend Yield | 0.26% | 1.09% | |
| Holdings | 48 | 508 | |
| YTD Return | +26.03% | +13.72% | |
| 1Y Return | +21.73% | +21.64% | |
| 3Y Return (annualized) | +13.71% | +21.55% | |
| 5Y Return (annualized) | +6.28% | +13.27% | |
| Volatility (annualized) | 21.6% | 15.1% | |
| Max Drawdown | -36.8% | -56.5% | |
| Fund Family | Capital-FORCE ETF | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2018 | May 15, 2000 |
BOUT vs IVV Performance
CapForce IBD Breakout Opportunities ETF (BOUT) is a ETF from Capital-FORCE ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BOUT returned +21.73% while IVV returned +21.64%. Year to date, BOUT is up 26.03% versus a gain of 13.72% for IVV.
Over three years, BOUT compounded at +13.71% per year against +21.55% for IVV; over five years the annualized figures are +6.28% and +13.27% respectively. Across the full 8-year window we track, BOUT has the edge at +8.56% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOUT has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -36.8% for BOUT 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 0.80. 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 0.26% against 1.09% for IVV.
Holdings Overlap
BOUT and IVV share 23 holdings out of 529 unique holdings combined, representing a 12.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
Which performed better, BOUT or IVV?
Over the past year BOUT returned +21.73% vs +21.64% for IVV, so BOUT leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +8.56% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BOUT or IVV?
BOUT has been the more volatile fund at 21.6% annualized versus 15.1% for IVV. Worst drawdown: BOUT -36.8% vs IVV -56.5%.
Should I hold both BOUT and IVV?
BOUT and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOUT and IVV?
BOUT and IVV share 23 common holdings with a 12.0% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, BOUT or IVV?
BOUT yields 0.26% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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