BSR vs IVV
Beacon Unified Catalyst 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 508 holdings.
Side-by-Side Comparison
| Metric | BSR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.03% | |
| AUM | $35M | $907.0B | |
| Dividend Yield | 2.83% | 1.10% | |
| Holdings | 14 | 508 | |
| YTD Return | +4.18% | +12.28% | |
| 1Y Return | +8.20% | +20.94% | |
| 3Y Return (annualized) | +8.02% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 9.6% | 15.1% | |
| Max Drawdown | -15.7% | -56.5% | |
| Fund Family | Beacon Capital Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 17, 2023 | May 15, 2000 |
BSR vs IVV Performance
Beacon Unified Catalyst ETF (BSR) is a ETF from Beacon Capital Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BSR returned +8.20% while IVV returned +20.94%. Year to date, BSR is up 4.18% versus a gain of 12.28% for IVV.
Over three years, BSR compounded at +8.02% per year against +21.81% for IVV. Across the full 3-year window we track, BSR has the edge at +7.73% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.6% for BSR. 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 -15.7% for BSR 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSR charges 1.09% per year while IVV charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, BSR currently yields 2.83% against 1.10% for IVV.
Holdings Overlap
BSR and IVV share 0 holdings out of 532 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, BSR or IVV?
BSR has an expense ratio of 1.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $106 per year of difference.
Which performed better, BSR or IVV?
Over the past year BSR returned +8.20% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BSR annualized +7.73% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BSR or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 9.6% for BSR. Worst drawdown: BSR -15.7% vs IVV -56.5%.
Should I hold both BSR and IVV?
BSR and IVV have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BSR and IVV?
BSR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 532 unique securities.
Which pays a higher dividend, BSR or IVV?
BSR yields 2.83% while IVV yields 1.10%, so BSR currently pays the higher dividend yield.
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