BSGR vs IVV
Invesco BulletShares 2027 Treasury Bond ETF vs iShares Core S&P 500 ETF
Which is better, BSGR or IVV?
Target Date against Large Cap Blend.
IVV has a lower expense ratio.
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 | BSGR | IVV |
|---|---|---|
| Expense Ratio | 0.07% | 0.03%Best |
| AUM | $2M | $876.4B |
| Dividend Yield | 0.79% | 1.06% |
| Holdings | 56 | 508 |
| YTD Return | +0.76% | +12.39%Best |
| 1Y Return | - | +16.61% |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Fund Family | Invesco (US) | iShares by BlackRock (US) |
| Category | Allocation/Balanced | Equity |
| Style | Target Date | Large Cap Blend |
| Inception | Jun 10, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BSGR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BSGR vs IVV Performance
Invesco BulletShares 2027 Treasury Bond ETF (BSGR) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BSGR is up 0.76% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BSGR charges 0.07% per year while IVV charges 0.03%. On a $10,000 position that is $7 vs $3 annually, a gap of $4 per year that compounds over a long holding period. On income, BSGR currently yields 0.79% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 51 holdings in BSGR and 490 in IVV, totalling 89.6% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 51 positions we hold weights for in BSGR and 490 in IVV, against full books of 56 and 508.
You are not choosing between two funds in isolation.
Whichever of BSGR 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, BSGR or IVV?
BSGR has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option, by $4 a year on a $10,000 investment.
Which pays a higher dividend, BSGR or IVV?
BSGR yields 0.79% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BSGR?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.