BSJY vs IVV

BSJY vs IVV

Which is better, BSJY or IVV?

Target Date against Large Cap Blend.

IVV has a lower expense ratio. BSJY is less concentrated, with 9.1% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVLess Concentrated: BSJY

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

MetricBSJYIVV
Expense Ratio0.42%0.03%Best
AUM$5M$876.4B
Dividend Yield1.29%1.06%
Holdings298508
YTD Return-0.23%+11.57%Best
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight9.1%Best37.9%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryAllocation/BalancedEquity
StyleTarget DateLarge Cap Blend
InceptionJun 10, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BSJY 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.

BSJY vs IVV Performance

Invesco BulletShares 2034 High Yield Corporate Bond ETF (BSJY) 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, BSJY is down 0.23% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

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 1.29% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 286 holdings in BSJY and 505 in IVV, totalling 96.4% and 100.0% 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 286 positions we hold weights for in BSJY and 505 in IVV, against full books of 298 and 508.

What only one of them owns

Measured across the 286 and 505 positions we hold weights for.

IVV holds 495 positions BSJY does not, 99.3% of the fund.

Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%

You are not choosing between two funds in isolation.

Whichever of BSJY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BSJYIVV

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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, by $39 a year on a $10,000 investment.

Which pays a higher dividend, BSJY or IVV?

BSJY yields 1.29% while IVV yields 1.06%, so BSJY currently pays the higher dividend yield.

Is IVV better than BSJY?

IVV has a lower expense ratio. BSJY is less concentrated, with 9.1% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.