BSTV vs IVV

BSTV vs IVV

Which is better, BSTV 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

MetricBSTVIVV
Expense Ratio0.07%0.03%Best
AUM$2M$876.4B
Dividend Yield0.86%1.06%
Holdings25508
YTD Return-0.29%+12.24%Best
1Y Return-+18.61%
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+12.76%
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.

BSTV 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.

BSTV vs IVV Performance

Invesco BulletShares 2031 Treasury Bond ETF (BSTV) 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, BSTV is down 0.29% versus a gain of 12.24% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BSTV 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, BSTV currently yields 0.86% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 18 holdings in BSTV and 505 in IVV, totalling 65.1% 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 18 positions we hold weights for in BSTV and 505 in IVV, against full books of 25 and 508.

You are not choosing between two funds in isolation.

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

BSTVIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSTV or IVV?

BSTV 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, BSTV or IVV?

BSTV yields 0.86% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BSTV?

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