BSTV vs IVV

BSTV vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricBSTVIVVWinner
Expense Ratio0.07%0.03%
AUM$1M$907.0B
Dividend Yield0.48%1.10%
Holdings18508
YTD Return+0.52%+13.22%
1Y Return-+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)-15.1%
Max Drawdown-1.2%-56.5%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026May 15, 2000

BSTV vs IVV Performance

Invesco BulletShares 2031 Treasury Bond ETF (BSTV) 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, BSTV is up 0.52% versus a gain of 13.22% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.2% for BSTV 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

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 0.48% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

BSTV and IVV share 0 holdings out of 523 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, BSTV or IVV?

BSTV 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 BSTV and IVV?

BSTV and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, BSTV or IVV?

BSTV yields 0.48% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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