BUG vs IVV
Global X Cybersecurity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BUG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BUG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $1.6B | $907.0B | |
| Dividend Yield | 0.03% | 1.10% | |
| Holdings | 34 | 508 | |
| YTD Return | +44.84% | +14.29% | |
| 1Y Return | +30.51% | +21.79% | |
| 3Y Return (annualized) | +22.22% | +22.19% | |
| 5Y Return (annualized) | +8.20% | +13.28% | |
| Volatility (annualized) | 28.4% | 15.1% | |
| Max Drawdown | -41.7% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 25, 2019 | May 15, 2000 |
BUG vs IVV Performance
Global X Cybersecurity ETF (BUG) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BUG returned +30.51% while IVV returned +21.79%. Year to date, BUG is up 44.84% versus a gain of 14.29% for IVV.
Over three years, BUG compounded at +22.22% per year against +22.19% for IVV; over five years the annualized figures are +8.20% and +13.28% respectively. Across the full 7-year window we track, BUG has the edge at +16.67% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUG has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 15.1% 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 -41.7% for BUG 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BUG charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BUG currently yields 0.03% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BUG or IVV?
BUG has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, BUG or IVV?
Over the past year BUG returned +30.51% vs +21.79% for IVV, so BUG leads on 1-year performance. Over the longest common window we track (7 years), BUG annualized +16.67% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BUG or IVV?
BUG has been the more volatile fund at 28.4% annualized versus 15.1% for IVV. Worst drawdown: BUG -41.7% vs IVV -56.5%.
Should I hold both BUG and IVV?
BUG and IVV have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BUG and IVV?
BUG and IVV share 2 common holdings with a 0.3% weight overlap. Combined, they hold 530 unique securities.
Which pays a higher dividend, BUG or IVV?
BUG yields 0.03% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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