BRIF vs IVV
FIS Bright Portfolios Focused Equity ETF vs iShares Core S&P 500 ETF
Which is better, BRIF or IVV?
BRIF has been ahead.
IVV has a lower expense ratio. BRIF led over 1Y and the full window. BRIF is less concentrated, with 37.4% of the fund in its ten largest positions against 38.1%.
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 | BRIF | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $165M | $882.6B |
| Dividend Yield | 0.42% | 1.06% |
| Holdings | 100 | 508 |
| YTD Return | +27.19%Best | +14.90% |
| 1Y Return | +26.20%Best | +17.30% |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.97% |
| Volatility (annualized) | 22.0% | 12.3%Best |
| Max Drawdown | -17.2%Best | -18.8% |
| $10,000 over 1.8 years | $15,224Best | $13,456 |
| Top 10 Weight | 37.4%Best | 38.1% |
| Fund Family | Faith Investor Services | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 20, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 20, 2024 to Oct 9, 2026 (1.8 years).
BRIF 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 1.8 years both funds cover.
BRIF vs IVV Performance
FIS Bright Portfolios Focused Equity ETF (BRIF) is an ETF from Faith Investor Services and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BRIF returned +26.20% while IVV returned +17.30%. Year to date, BRIF is up 27.19% versus a gain of 14.90% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRIF has been the more volatile fund, with annualized monthly volatility of 22.0% compared with 12.3% 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 -17.2% for BRIF and -18.8% 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 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BRIF charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BRIF currently yields 0.42% against 1.06% for IVV.
Holdings Overlap
89.1% of BRIF's money is in holdings IVV also owns. 24.1% of IVV's money is in holdings BRIF also owns.
Most of BRIF is already inside IVV. Owning both mostly buys the same companies twice.
44 positions in common, counted across the 49 positions we hold weights for in BRIF and 505 in IVV, against full books of 100 and 508.
What only one of them owns
Our book lists 453 positions for IVV that do not appear in our book for BRIF (75.1% of the fund), and 3 for BRIF that do not appear in IVV (8.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BRIF | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.42% | 8.00% | 0.58% |
| AVGOBroadcom Inc | 3.02% | 2.59% | 0.43% |
| LLYEli Lilly & Co. | 4.20% | 1.34% | 2.86% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.67% | 0.67% | 3.00% |
| ABBVAbbvie Inc. | 3.61% | 0.69% | 2.92% |
| LINLinde Plc Ordinary Shares | 3.45% | 0.33% | 3.12% |
| DELLDell Technologies Inc | 2.78% | 0.25% | 2.53% |
| CMICummins Inc. | 2.89% | 0.12% | 2.77% |
| XOMExxon Mobil Corp. | 1.96% | 1.04% | 0.92% |
| MUMicron Technology, Inc. | 1.26% | 1.66% | 0.40% |
89.1% of BRIF is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BRIF or IVV?
BRIF has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, BRIF or IVV?
Over the past year BRIF returned +26.20% vs +17.30% for IVV, so BRIF leads on 1-year performance. Over the longest common window we track (2 years), BRIF annualized +26.30% vs +17.93% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRIF or IVV?
BRIF has been the more volatile fund at 22.0% annualized versus 12.3% for IVV. Worst drawdown: BRIF -17.2% vs IVV -18.8%.
Should I hold both BRIF and IVV?
BRIF and IVV have a monthly-return correlation of 0.44, 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 BRIF and IVV?
89.1% of BRIF's money is in holdings IVV also owns. 24.1% of IVV's is in holdings BRIF also owns. They hold 44 positions in common, counted across the 49 positions we hold weights for in BRIF and 505 in IVV.
Which pays a higher dividend, BRIF or IVV?
BRIF yields 0.42% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BRIF?
IVV has a lower expense ratio. BRIF led over 1Y and the full window. BRIF is less concentrated, with 37.4% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.