BUCK vs IVV
Simplify Treasury Option Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BUCK | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $497M | $907.0B | |
| Dividend Yield | 7.21% | 1.10% | |
| Holdings | 4 | 508 | |
| YTD Return | +2.82% | +12.28% | |
| 1Y Return | +5.72% | +20.94% | |
| 3Y Return (annualized) | +5.28% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 2.6% | 15.1% | |
| Max Drawdown | -5.4% | -56.5% | |
| Fund Family | Simplify Exchange Traded Funds | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 27, 2022 | May 15, 2000 |
BUCK vs IVV Performance
Simplify Treasury Option Income ETF (BUCK) is a ETF from Simplify Exchange Traded Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BUCK returned +5.72% while IVV returned +20.94%. Year to date, BUCK is up 2.82% versus a gain of 12.28% for IVV.
Over three years, BUCK compounded at +5.28% per year against +21.81% for IVV. Across the full 4-year window we track, IVV has the edge at +6.98% annualized vs +5.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.6% for BUCK. 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 -5.4% for BUCK and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BUCK charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, BUCK currently yields 7.21% against 1.10% for IVV.
Holdings Overlap
BUCK and IVV share 0 holdings out of 506 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, BUCK or IVV?
BUCK has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, BUCK or IVV?
Over the past year BUCK returned +5.72% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), BUCK annualized +5.09% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, BUCK or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.6% for BUCK. Worst drawdown: BUCK -5.4% vs IVV -56.5%.
Should I hold both BUCK and IVV?
BUCK and IVV have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BUCK and IVV?
BUCK and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BUCK or IVV?
BUCK yields 7.21% while IVV yields 1.10%, so BUCK currently pays the higher dividend yield.
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