BSTZ vs IVV
BlackRock Science and Technology Term Trust vs iShares Core S&P 500 ETF
Which is better, BSTZ or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. BSTZ led over 1Y and 3Y, IVV over 5Y and the full window.
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
| Metric | BSTZ | IVV |
|---|---|---|
| Expense Ratio | 1.05% | 0.03%Best |
| AUM | $1.8B | $850.0B |
| Dividend Yield | 12.95% | 1.09% |
| Holdings | 83 | 1,018 |
| YTD Return | +26.71%Best | +12.12% |
| 1Y Return | +33.21%Best | +12.53% |
| 3Y Return (annualized) | +32.77%Best | +21.54% |
| 5Y Return (annualized) | +2.13% | +11.93%Best |
| Volatility (annualized) | 28.7% | 16.3%Best |
| Max Drawdown | -59.3% | -33.9%Best |
| $10,000 over 5 years | $11,111 | $17,568Best |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jun 26, 2019 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 26, 2019 to Nov 11, 2026 (7.4 years).
BSTZ 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 covers the 7.4 years both funds cover.
BSTZ vs IVV Performance
BlackRock Science and Technology Term Trust (BSTZ) is an ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BSTZ returned +33.21% while IVV returned +12.53%. Year to date, BSTZ is up 26.71% versus a gain of 12.12% for IVV.
Over three years, BSTZ compounded at +32.77% per year against +21.54% for IVV; over five years the annualized figures are +2.13% and +11.93% respectively. Across the full 7-year window we track, IVV has the edge at +15.14% annualized vs +13.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BSTZ has been the more volatile fund, with annualized monthly volatility of 28.7% compared with 16.3% 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 -59.3% for BSTZ and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BSTZ charges 1.05% per year while IVV charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, BSTZ currently yields 12.95% against 1.09% for IVV.
Holdings Overlap
At least 14.9% of IVV's money is in holdings BSTZ also owns.
Stated as a floor: for BSTZ, our book for it covers 68.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BSTZ share little of their money.
The two holdings books were reported 108 days apart, BSTZ as of Jun 30, 2026 and IVV as of Oct 16, 2026, so some of the difference between them is the time between the two reports rather than the funds.
17 positions in common, counted across the 53 positions we hold weights for in BSTZ and 505 in IVV, against full books of 83 and 1,018.
Top Shared Holdings
| Stock | Weight in BSTZ | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 3.73% | 8.04% | 4.31% |
| MUMicron Technology, Inc. | 4.51% | 1.55% | 2.96% |
| LITELumentum Holdings Inc | 3.98% | 0.12% | 3.86% |
| AMDAdvanced Micro Devices Inc | 2.51% | 1.40% | 1.11% |
| KLACKla Corp. | 2.49% | 0.35% | 2.14% |
| SNDKVSandisk Corp. | 2.22% | 0.31% | 1.91% |
| TSLATesla Inc | 0.74% | 1.55% | 0.81% |
| MPWRMonolithic Power Systems Inc | 1.61% | 0.09% | 1.52% |
| VRTVertiv Holdings Co | 0.98% | 0.13% | 0.85% |
| COHRCoherent Corp | 1.01% | 0.08% | 0.93% |
You are not choosing between two funds in isolation.
Whichever of BSTZ and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BSTZ or IVV?
BSTZ has an expense ratio of 1.05% while IVV charges 0.03%. IVV is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, BSTZ or IVV?
Over the past year BSTZ returned +33.21% vs +12.53% for IVV, so BSTZ leads on 1-year performance. Over the longest common window we track (7 years), BSTZ annualized +13.09% vs +15.14% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSTZ or IVV?
BSTZ has been the more volatile fund at 28.7% annualized versus 16.3% for IVV. Worst drawdown: BSTZ -59.3% vs IVV -33.9%.
Should I hold both BSTZ and IVV?
BSTZ and IVV have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BSTZ and IVV?
At least 14.9% of IVV's money is in holdings BSTZ also owns. Our book for BSTZ is partial, so the real figure is this or higher. They hold 17 positions in common, counted across the 53 positions we hold weights for in BSTZ and 505 in IVV.
Which pays a higher dividend, BSTZ or IVV?
BSTZ yields 12.95% while IVV yields 1.09%, so BSTZ currently pays the higher dividend yield.
Is IVV better than BSTZ?
IVV has a lower expense ratio. BSTZ led over 1Y and 3Y, IVV over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.