BSJY vs IVV

BSJY vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricBSJYIVVWinner
Expense Ratio0.42%0.03%
AUM$5M$907.0B
Dividend Yield0.73%1.10%
Holdings289508
YTD Return+0.99%+12.28%
1Y Return-+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)-15.1%
Max Drawdown-1.2%-56.5%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026May 15, 2000

BSJY vs IVV Performance

Invesco BulletShares 2034 High Yield Corporate Bond ETF (BSJY) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BSJY is up 0.99% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.2% for BSJY and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BSJY charges 0.42% per year while IVV charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, BSJY currently yields 0.73% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

BSJY and IVV share 0 holdings out of 794 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BSJY or IVV?

BSJY has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

What is the holdings overlap between BSJY and IVV?

BSJY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 794 unique securities.

Which pays a higher dividend, BSJY or IVV?

BSJY yields 0.73% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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