BUYO vs IVV

BUYO vs IVV
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Quick Verdict

IVV has a lower expense ratio. BUYO delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: BUYOMore Diversified: IVV

Side-by-Side Comparison

MetricBUYOIVVWinner
Expense Ratio0.89%0.03%
AUM$17M$907.0B
Dividend Yield0.01%1.10%
Holdings308508
YTD Return+19.80%+12.76%
1Y Return+27.03%+20.63%
3Y Return (annualized)-+21.71%
5Y Return (annualized)-+12.87%
Volatility (annualized)17.5%15.1%
Max Drawdown-28.0%-56.5%
Fund FamilyKraneSharesiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 8, 2024May 15, 2000

BUYO vs IVV Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is a ETF from KraneShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BUYO returned +27.03% while IVV returned +20.63%. Year to date, BUYO is up 19.80% versus a gain of 12.76% for IVV.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -28.0% for BUYO 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYO charges 0.89% per year while IVV charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, BUYO currently yields 0.01% against 1.10% for IVV.

Holdings Overlap

0.6%overlap

BUYO and IVV share 17 holdings out of 795 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUYOWeight in IVVDifference
NWSA1.60%0.02%1.58%
JBL1.17%0.05%1.12%
TPR1.05%0.04%1.01%
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Frequently Asked Questions

Which is cheaper, BUYO or IVV?

BUYO has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, BUYO or IVV?

Over the past year BUYO returned +27.03% vs +20.63% for IVV, so BUYO leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +16.79% vs +6.99% for IVV. Past performance does not guarantee future results.

Which is riskier, BUYO or IVV?

BUYO has been the more volatile fund at 17.5% annualized versus 15.1% for IVV. Worst drawdown: BUYO -28.0% vs IVV -56.5%.

Should I hold both BUYO and IVV?

BUYO and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUYO and IVV?

BUYO and IVV share 17 common holdings with a 0.6% weight overlap. Combined, they hold 795 unique securities.

Which pays a higher dividend, BUYO or IVV?

BUYO yields 0.01% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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