BUYZ vs IVV

BUYZ vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBUYZIVVWinner
Expense Ratio0.50%0.03%
AUM$6M$907.0B
Dividend Yield0.00%1.10%
Holdings60508
YTD Return-5.87%+12.76%
1Y Return-12.27%+20.63%
3Y Return (annualized)+14.31%+21.71%
5Y Return (annualized)-6.68%+12.87%
Volatility (annualized)28.7%15.1%
Max Drawdown-68.0%-56.5%
Fund FamilyFranklin Templeton Investments (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 25, 2020May 15, 2000

BUYZ vs IVV Performance

Franklin Disruptive Commerce ETF (BUYZ) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BUYZ returned -12.27% while IVV returned +20.63%. Year to date, BUYZ is down 5.87% versus a gain of 12.76% for IVV.

Over three years, BUYZ compounded at +14.31% per year against +21.71% for IVV; over five years the annualized figures are -6.68% and +12.87% respectively. Across the full 7-year window we track, IVV has the edge at +6.99% annualized vs +6.78%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYZ has been the more volatile fund, with annualized monthly volatility of 28.7% 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 -68.0% for BUYZ 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYZ 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, BUYZ currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

14.1%overlap

BUYZ and IVV share 21 holdings out of 543 unique holdings combined, representing a 14.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUYZWeight in IVVDifference
AMZN12.09%3.75%8.34%
GOOGL4.01%3.15%0.86%
META3.83%2.19%1.64%
APPProProPro
MAProProPro
WMTProProPro
CVNAProProPro
DASHProProPro
VProProPro
BKNGProProPro
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Frequently Asked Questions

Which is cheaper, BUYZ or IVV?

BUYZ 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, BUYZ or IVV?

Over the past year BUYZ returned -12.27% vs +20.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), BUYZ annualized +6.78% vs +6.99% for IVV. Past performance does not guarantee future results.

Which is riskier, BUYZ or IVV?

BUYZ has been the more volatile fund at 28.7% annualized versus 15.1% for IVV. Worst drawdown: BUYZ -68.0% vs IVV -56.5%.

Should I hold both BUYZ and IVV?

BUYZ and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUYZ and IVV?

BUYZ and IVV share 21 common holdings with a 14.1% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, BUYZ or IVV?

BUYZ yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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