BSTU vs IVV
Invesco BulletShares 2030 Treasury Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BSTU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.07% | 0.03% | |
| AUM | $1M | $907.0B | |
| Dividend Yield | 0.47% | 1.10% | |
| Holdings | 30 | 508 | |
| YTD Return | +0.47% | +12.28% | |
| 1Y Return | - | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -0.9% | -56.5% | |
| Fund Family | Invesco (US) | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 10, 2026 | May 15, 2000 |
BSTU vs IVV Performance
Invesco BulletShares 2030 Treasury Bond ETF (BSTU) 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, BSTU is up 0.47% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.9% for BSTU 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
BSTU 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, BSTU currently yields 0.47% against 1.10% for IVV.
Holdings Overlap
BSTU and IVV share 0 holdings out of 530 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, BSTU or IVV?
BSTU has an expense ratio of 0.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $4 per year of difference.
What is the holdings overlap between BSTU and IVV?
BSTU and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 530 unique securities.
Which pays a higher dividend, BSTU or IVV?
BSTU yields 0.47% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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