BUFF vs IVV

BUFF vs IVV

Which is better, BUFF or IVV?

Multi Alternative against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 83.7%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: 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

MetricBUFFIVV
Expense Ratio0.89%0.03%Best
AUM$990M$876.4B
Dividend Yield0.00%1.06%
Holdings28508
YTD Return+7.52%+12.27%Best
1Y Return+10.39%+17.04%Best
3Y Return (annualized)+11.96%+21.24%Best
5Y Return (annualized)+8.89%+13.08%Best
Volatility (annualized)13.3%Best15.5%
Max Drawdown-46.2%-33.9%Best
$10,000 over 5 years$15,309$18,490Best
Top 10 Weight83.7%37.8%Best
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionOct 20, 2016May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Oct 21, 2016 to Sep 17, 2026 (9.9 years).

BUFF 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 9.9 years both funds cover.

BUFF vs IVV Performance

Innovator Laddered Allocation Power Buffer ETF (BUFF) is an ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BUFF returned +10.39% while IVV returned +17.04%. Year to date, BUFF is up 7.52% versus a gain of 12.27% for IVV.

Over three years, BUFF compounded at +11.96% per year against +21.24% for IVV; over five years the annualized figures are +8.89% and +13.08% respectively. Across the full 10-year window we track, IVV has the edge at +14.56% annualized vs +7.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 13.3% for BUFF. 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 -46.2% for BUFF 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUFF charges 0.89% per year while IVV charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, BUFF currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 12 holdings in BUFF and 490 in IVV, totalling 99.9% and 99.3% 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 12 positions we hold weights for in BUFF and 490 in IVV, against full books of 28 and 508.

What only one of them owns

Our book lists 482 positions for IVV that do not appear in our book for BUFF (98.6% of the fund), and 12 for BUFF that do not appear in IVV (99.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

BUFFIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUFF or IVV?

BUFF has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, BUFF or IVV?

Over the past year BUFF returned +10.39% vs +17.04% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), BUFF annualized +7.90% vs +14.56% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUFF or IVV?

IVV has been the more volatile fund at 15.5% annualized versus 13.3% for BUFF. Worst drawdown: BUFF -46.2% vs IVV -33.9%.

Should I hold both BUFF and IVV?

BUFF and IVV have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BUFF or IVV?

BUFF yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BUFF?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 83.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.