BULD vs IVV
Pacer BlueStar Engineering the Future ETF vs iShares Core S&P 500 ETF
Which is better, BULD or IVV?
Each has led over a different period.
IVV has a lower expense ratio. BULD led over 1Y and 3Y, IVV over the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 65.5%.
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 | BULD | IVV |
|---|---|---|
| Expense Ratio | 0.49% | 0.03%Best |
| AUM | $15M | $876.4B |
| Dividend Yield | 0.84% | 1.06% |
| Holdings | 65 | 508 |
| YTD Return | +28.17%Best | +12.51% |
| 1Y Return | +42.01%Best | +17.57% |
| 3Y Return (annualized) | +21.53%Best | +21.27% |
| 5Y Return (annualized) | - | +12.95% |
| Volatility (annualized) | 27.1% | 15.3%Best |
| Max Drawdown | -27.6% | -18.8%Best |
| $10,000 over 4.4 years | $17,525 | $19,774Best |
| Top 10 Weight | 65.5% | 37.9%Best |
| Fund Family | Pacer ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 4, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: May 5, 2022 to Sep 11, 2026 (4.4 years).
BULD 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 4.4 years both funds cover.
BULD vs IVV Performance
Pacer BlueStar Engineering the Future ETF (BULD) is an ETF from Pacer ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BULD returned +42.01% while IVV returned +17.57%. Year to date, BULD is up 28.17% versus a gain of 12.51% for IVV.
Over three years, BULD compounded at +21.53% per year against +21.27% for IVV. Across the full 4-year window we track, IVV has the edge at +16.76% annualized vs +13.60%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULD has been the more volatile fund, with annualized monthly volatility of 27.1% compared with 15.3% 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 -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 0.83. 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 0.84% against 1.06% for IVV.
Holdings Overlap
35.7% of BULD's money is in holdings IVV also owns. 2.0% of IVV's money is in holdings BULD also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 62 positions we hold weights for in BULD and 505 in IVV, against full books of 65 and 508.
What only one of them owns
Our book lists 487 positions for IVV that do not appear in our book for BULD (97.3% of the fund), and 15 for BULD that do not appear in IVV (23.7%).
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.
Top Shared Holdings
| Stock | Weight in BULD | Weight in IVV | Difference |
|---|---|---|---|
| AMATApplied Materials, Inc. | 8.02% | 0.64% | 7.38% |
| ADSKAutodesk, Inc. | 8.15% | 0.08% | 8.07% |
| LRCXLam Research Corp | 7.16% | 0.58% | 6.58% |
| PTCPtc Inc | 4.31% | 0.02% | 4.29% |
| KLACKla Corp. | 3.92% | 0.38% | 3.54% |
| EMREmerson Electric Co. | 1.84% | 0.14% | 1.70% |
| TERTeradyne Inc | 1.26% | 0.09% | 1.17% |
| ROKRockwell Automation Inc. | 1.06% | 0.08% | 0.98% |
35.7% of BULD is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $46 a year on a $10,000 investment.
Which performed better, BULD or IVV?
Over the past year BULD returned +42.01% vs +17.57% for IVV, so BULD leads on 1-year performance. Over the longest common window we track (4 years), BULD annualized +13.60% vs +16.76% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BULD or IVV?
BULD has been the more volatile fund at 27.1% annualized versus 15.3% for IVV. Worst drawdown: BULD -27.6% vs IVV -18.8%.
Should I hold both BULD and IVV?
BULD and IVV have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BULD and IVV?
35.7% of BULD's money is in holdings IVV also owns. 2.0% of IVV's is in holdings BULD also owns. They hold 8 positions in common, counted across the 62 positions we hold weights for in BULD and 505 in IVV.
Which pays a higher dividend, BULD or IVV?
BULD yields 0.84% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BULD?
IVV has a lower expense ratio. BULD led over 1Y and 3Y, IVV over the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 65.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.