BULD vs IVV
Pacer BlueStar Engineering the Future ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BULD delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BULD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $17M | $907.0B | |
| Dividend Yield | 0.89% | 1.10% | |
| Holdings | 65 | 508 | |
| YTD Return | +35.37% | +13.22% | |
| 1Y Return | +57.88% | +21.62% | |
| 3Y Return (annualized) | +22.95% | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 27.2% | 15.1% | |
| Max Drawdown | -27.6% | -56.5% | |
| Fund Family | Pacer ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 4, 2022 | May 15, 2000 |
BULD vs IVV Performance
Pacer BlueStar Engineering the Future ETF (BULD) is a ETF from Pacer ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BULD returned +57.88% while IVV returned +21.62%. Year to date, BULD is up 35.37% versus a gain of 13.22% for IVV.
Over three years, BULD compounded at +22.95% per year against +22.17% for IVV. Across the full 4-year window we track, BULD has the edge at +15.27% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULD has been the more volatile fund, with annualized monthly volatility of 27.2% 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 -27.6% for BULD 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BULD charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, BULD currently yields 0.89% against 1.10% for IVV.
Holdings Overlap
BULD and IVV share 7 holdings out of 560 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BULD or IVV?
BULD has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, BULD or IVV?
Over the past year BULD returned +57.88% vs +21.62% for IVV, so BULD leads on 1-year performance. Over the longest common window we track (4 years), BULD annualized +15.27% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, BULD or IVV?
BULD has been the more volatile fund at 27.2% annualized versus 15.1% for IVV. Worst drawdown: BULD -27.6% vs IVV -56.5%.
Should I hold both BULD and IVV?
BULD and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BULD and IVV?
BULD and IVV share 7 common holdings with a 1.5% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, BULD or IVV?
BULD yields 0.89% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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