BST vs IVV
BlackRock Science and Technology Trust vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BST delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BST | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $1.7B | $865.2B | |
| Dividend Yield | 7.73% | 1.09% | |
| Holdings | 88 | 508 | |
| YTD Return | +26.40% | +13.43% | |
| 1Y Return | +38.30% | +22.61% | |
| 3Y Return (annualized) | +24.11% | +21.47% | |
| 5Y Return (annualized) | +7.59% | +13.26% | |
| Volatility (annualized) | 22.9% | 15.1% | |
| Max Drawdown | -46.6% | -56.5% | |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 29, 2014 | May 15, 2000 |
BST vs IVV Performance
BlackRock Science and Technology Trust (BST) is a ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BST returned +38.30% while IVV returned +22.61%. Year to date, BST is up 26.40% versus a gain of 13.43% for IVV.
Over three years, BST compounded at +24.11% per year against +21.47% for IVV; over five years the annualized figures are +7.59% and +13.26% respectively. Across the full 12-year window we track, BST has the edge at +12.49% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BST has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.1% for IVV. 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 -46.6% for BST 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BST charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BST currently yields 7.73% against 1.09% for IVV.
Holdings Overlap
BST and IVV share 23 holdings out of 529 unique holdings combined, representing a 32.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BST or IVV?
BST has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, BST or IVV?
Over the past year BST returned +38.30% vs +22.61% for IVV, so BST leads on 1-year performance. Over the longest common window we track (12 years), BST annualized +12.49% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BST or IVV?
BST has been the more volatile fund at 22.9% annualized versus 15.1% for IVV. Worst drawdown: BST -46.6% vs IVV -56.5%.
Should I hold both BST and IVV?
BST and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BST and IVV?
BST and IVV share 23 common holdings with a 32.4% weight overlap. Combined, they hold 529 unique securities.
Which pays a higher dividend, BST or IVV?
BST yields 7.73% while IVV yields 1.09%, so BST currently pays the higher dividend yield.
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