BUSA vs IVV
Brandes US Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BUSA delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BUSA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $311M | $865.2B | |
| Dividend Yield | 1.46% | 1.09% | |
| Holdings | 65 | 508 | |
| YTD Return | +13.54% | +13.72% | |
| 1Y Return | +25.23% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 12.2% | 15.1% | |
| Max Drawdown | -14.2% | -56.5% | |
| Fund Family | Brandes Investment Partners | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 3, 2023 | May 15, 2000 |
BUSA vs IVV Performance
Brandes US Value ETF (BUSA) is a ETF from Brandes Investment Partners and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BUSA returned +25.23% while IVV returned +21.64%. Year to date, BUSA is up 13.54% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.2% for BUSA. 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 -14.2% for BUSA 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BUSA charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, BUSA currently yields 1.46% against 1.09% for IVV.
Holdings Overlap
BUSA and IVV share 46 holdings out of 523 unique holdings combined, representing a 10.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BUSA or IVV?
BUSA has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, BUSA or IVV?
Over the past year BUSA returned +25.23% vs +21.64% for IVV, so BUSA leads on 1-year performance. Over the longest common window we track (3 years), BUSA annualized +19.70% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BUSA or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.2% for BUSA. Worst drawdown: BUSA -14.2% vs IVV -56.5%.
Should I hold both BUSA and IVV?
BUSA and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BUSA and IVV?
BUSA and IVV share 46 common holdings with a 10.3% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, BUSA or IVV?
BUSA yields 1.46% while IVV yields 1.09%, so BUSA currently pays the higher dividend yield.
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