BSEP vs IVV

BSEP vs IVV

Which is better, BSEP or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.99.

Lower Fees: IVVHigher Returns: IVV

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

MetricBSEPIVV
Expense Ratio0.79%0.03%Best
AUM$216M$876.4B
Dividend Yield0.00%1.06%
Holdings12508
YTD Return+10.00%+13.32%Best
1Y Return+12.88%+17.08%Best
3Y Return (annualized)+16.98%+22.72%Best
5Y Return (annualized)+11.18%+13.20%Best
Volatility (annualized)11.6%Best16.7%
Max Drawdown-24.0%Best-33.9%
$10,000 over 5 years$16,988$18,588Best
Top 10 Weight37.8%Tie37.8%Tie
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionAug 30, 2019May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Sep 3, 2019 to Sep 23, 2026 (7.1 years).

BSEP 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 7.1 years both funds cover.

BSEP vs IVV Performance

Innovator U.S. Equity Buffer ETF - September (BSEP) is an ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSEP returned +12.88% while IVV returned +17.08%. Year to date, BSEP is up 10.00% versus a gain of 13.32% for IVV.

Over three years, BSEP compounded at +16.98% per year against +22.72% for IVV; over five years the annualized figures are +11.18% and +13.20% respectively. Across the full 7-year window we track, IVV has the edge at +16.04% annualized vs +12.14%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 11.6% for BSEP. 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 -24.0% for BSEP 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BSEP charges 0.79% per year while IVV charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, BSEP currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

BSEP already in IVV96.5%
IVV already in BSEP96.8%

96.5% of BSEP's money is in holdings IVV also owns. 96.8% of IVV's money is in holdings BSEP also owns.

Most of IVV is already inside BSEP. Owning both mostly buys the same companies twice.

466 positions in common, counted across the 491 positions we hold weights for in BSEP and 490 in IVV, against full books of 12 and 508.

What only one of them owns

Our book lists 17 positions for IVV that do not appear in our book for BSEP (1.9% of the fund), and 22 for BSEP that do not appear in IVV (1.9%).

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

StockWeight in BSEPWeight in IVVDifference
NVDANvidia Corp8.21%8.07%0.14%
AAPLApple, Inc7.16%7.02%0.14%
MSFTMicrosoft Corp5.63%5.69%0.06%
AMZNAmazon.Com Inc3.76%3.84%0.08%
GOOGLAlphabet Inc,class A2.98%3.00%0.02%
AVGOBroadcom Inc2.51%2.65%0.14%
GOOGAlphabet Inc2.38%2.39%0.01%
METAMeta Platforms Inc1.99%1.90%0.09%
MUMicron Technology, Inc.1.60%1.63%0.03%
TSLATesla Inc1.57%1.56%0.01%

96.8% of IVV is already inside BSEP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BSEPIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSEP or IVV?

BSEP has an expense ratio of 0.79% while IVV charges 0.03%. IVV is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, BSEP or IVV?

Over the past year BSEP returned +12.88% vs +17.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BSEP annualized +12.14% vs +16.04% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSEP or IVV?

IVV has been the more volatile fund at 16.7% annualized versus 11.6% for BSEP. Worst drawdown: BSEP -24.0% vs IVV -33.9%.

Should I hold both BSEP and IVV?

BSEP and IVV have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between BSEP and IVV?

96.8% of IVV's money is in holdings BSEP also owns. 96.8% of IVV's is in holdings BSEP also owns. They hold 466 positions in common, counted across the 491 positions we hold weights for in BSEP and 490 in IVV.

Which pays a higher dividend, BSEP or IVV?

BSEP yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BSEP?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.