BUFY vs IVV
FT Vest Laddered International Moderate Buffer ETF vs iShares Core S&P 500 ETF
Which is better, BUFY or IVV?
Option Writing against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y 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 | BUFY | IVV |
|---|---|---|
| Expense Ratio | 1.00% | 0.03%Best |
| AUM | $163M | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 10 | 508 |
| YTD Return | +7.14% | +12.27%Best |
| 1Y Return | +10.62% | +17.04%Best |
| 3Y Return (annualized) | - | +21.24% |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 6.2%Best | 12.7% |
| Max Drawdown | -8.0%Best | -18.8% |
| $10,000 over 2 years | $11,870 | $13,670Best |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Blend |
| Inception | Sep 25, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Sep 17, 2026 (2 years).
BUFY 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 2 years both funds cover.
BUFY vs IVV Performance
FT Vest Laddered International Moderate Buffer ETF (BUFY) is an ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BUFY returned +10.62% while IVV returned +17.04%. Year to date, BUFY is up 7.14% versus a gain of 12.27% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 6.2% for BUFY. 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 -8.0% for BUFY and -18.8% 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BUFY charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BUFY currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 4 holdings in BUFY and 490 in IVV, totalling 100.0% 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 4 positions we hold weights for in BUFY and 490 in IVV, against full books of 10 and 508.
You are not choosing between two funds in isolation.
Whichever of BUFY 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, BUFY or IVV?
BUFY has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, BUFY or IVV?
Over the past year BUFY returned +10.62% vs +17.04% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BUFY annualized +8.95% vs +16.92% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUFY or IVV?
IVV has been the more volatile fund at 12.7% annualized versus 6.2% for BUFY. Worst drawdown: BUFY -8.0% vs IVV -18.8%.
Should I hold both BUFY and IVV?
BUFY and IVV have a monthly-return correlation of 0.48, 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, BUFY or IVV?
BUFY yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BUFY?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.