BSTS vs IVV

BSTS vs IVV

Which is better, BSTS or IVV?

Target Date against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricBSTSIVV
Expense Ratio0.07%0.03%Best
AUM$2M$876.4B
Dividend Yield0.83%1.06%
Holdings49508
YTD Return-0.32%+13.32%Best
1Y Return-+17.08%
3Y Return (annualized)-+22.72%
5Y Return (annualized)-+13.20%
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, Top 10 Weight.

BSTS 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.

BSTS vs IVV Performance

Invesco BulletShares 2028 Treasury Bond ETF (BSTS) 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, BSTS is down 0.32% versus a gain of 13.32% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BSTS 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, BSTS currently yields 0.83% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 39 holdings in BSTS and 490 in IVV, totalling 75.8% 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 39 positions we hold weights for in BSTS and 490 in IVV, against full books of 49 and 508.

You are not choosing between two funds in isolation.

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

BSTSIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSTS or IVV?

BSTS 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, BSTS or IVV?

BSTS yields 0.83% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BSTS?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.