BRIF vs IVV
FIS Bright Portfolios Focused Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BRIF | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $154M | $865.2B | |
| Dividend Yield | 0.42% | 1.09% | |
| Holdings | 48 | 508 | |
| YTD Return | +2.53% | +13.43% | |
| 1Y Return | +16.36% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 9.2% | 15.1% | |
| Max Drawdown | -17.2% | -56.5% | |
| Fund Family | Faith Investor Services | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 20, 2024 | May 15, 2000 |
BRIF vs IVV Performance
FIS Bright Portfolios Focused Equity ETF (BRIF) is a ETF from Faith Investor Services and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BRIF returned +16.36% while IVV returned +22.61%. Year to date, BRIF is up 2.53% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.2% for BRIF. 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 -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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
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 1.09% for IVV.
Holdings Overlap
BRIF and IVV share 41 holdings out of 511 unique holdings combined, representing a 21.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $62 per year of difference.
Which performed better, BRIF or IVV?
Over the past year BRIF returned +16.36% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BRIF annualized +19.18% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BRIF or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 9.2% for BRIF. Worst drawdown: BRIF -17.2% vs IVV -56.5%.
Should I hold both BRIF and IVV?
BRIF and IVV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BRIF and IVV?
BRIF and IVV share 41 common holdings with a 21.8% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, BRIF or IVV?
BRIF yields 0.42% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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