BUZZ vs IVV

BUZZ vs IVV

Which is better, BUZZ or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. BUZZ led over 3Y, IVV over 1Y, 5Y and the full window. BUZZ is less concentrated, with 32.5% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: BUZZ

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

MetricBUZZIVV
Expense Ratio0.76%0.03%Best
AUM$86M$886.7B
Dividend Yield0.00%1.10%
Holdings76508
YTD Return+12.85%+13.39%Best
1Y Return+18.13%+20.08%Best
3Y Return (annualized)+31.97%Best+21.29%
5Y Return (annualized)+7.41%+12.88%Best
Volatility (annualized)31.4%15.3%Best
Max Drawdown-56.9%-24.5%Best
$10,000 over 5 years$14,296$18,327Best
Top 10 Weight32.5%Best37.9%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 2, 2021May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2021 to Sep 4, 2026 (5.5 years).

BUZZ 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 5.5 years both funds cover.

BUZZ vs IVV Performance

VanEck Social Sentiment ETF (BUZZ) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BUZZ returned +18.13% while IVV returned +20.08%. Year to date, BUZZ is up 12.85% versus a gain of 13.39% for IVV.

Over three years, BUZZ compounded at +31.97% per year against +21.29% for IVV; over five years the annualized figures are +7.41% and +12.88% respectively. Across the full 6-year window we track, IVV has the edge at +15.50% annualized vs +9.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUZZ has been the more volatile fund, with annualized monthly volatility of 31.4% 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 -56.9% for BUZZ and -24.5% 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUZZ charges 0.76% per year while IVV charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, BUZZ currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

BUZZ already in IVV57.5%
IVV already in BUZZ45.2%

57.5% of BUZZ's money is in holdings IVV also owns. 45.2% of IVV's money is in holdings BUZZ also owns.

The two portfolios partly overlap.

42 positions in common, counted across the 75 positions we hold weights for in BUZZ and 505 in IVV, against full books of 76 and 508.

What only one of them owns

Our book lists 456 positions for IVV that do not appear in our book for BUZZ (54.1% of the fund), and 31 for BUZZ that do not appear in IVV (37.2%).

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

StockWeight in BUZZWeight in IVVDifference
NVDANvidia Corp.3.37%7.98%4.61%
MSFTMicrosoft Corp 4.100 Feb 06 373.96%5.44%1.48%
AAPLApple, Inc2.13%6.86%4.73%
AMZNAmazon.Com Inc1.78%4.01%2.23%
METAMeta Platform Inc 2.91%1.94%0.97%
GOOGLAlphabet Inc.Class A1.29%3.19%1.90%
PLTRPalantir Technologies Inc3.83%0.55%3.28%
MUMicron Technology, Inc.2.81%1.51%1.30%
TSLATesla Motors Inc2.47%1.36%1.11%
AVGOBroadcom Inc0.83%2.98%2.15%

57.5% of BUZZ 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.

BUZZIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUZZ or IVV?

BUZZ has an expense ratio of 0.76% while IVV charges 0.03%. IVV is the cheaper option, by $73 a year on a $10,000 investment.

Which performed better, BUZZ or IVV?

Over the past year BUZZ returned +18.13% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), BUZZ annualized +9.08% vs +15.50% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUZZ or IVV?

BUZZ has been the more volatile fund at 31.4% annualized versus 15.3% for IVV. Worst drawdown: BUZZ -56.9% vs IVV -24.5%.

Should I hold both BUZZ and IVV?

BUZZ and IVV have a monthly-return correlation of 0.82, 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 BUZZ and IVV?

57.5% of BUZZ's money is in holdings IVV also owns. 45.2% of IVV's is in holdings BUZZ also owns. They hold 42 positions in common, counted across the 75 positions we hold weights for in BUZZ and 505 in IVV.

Which pays a higher dividend, BUZZ or IVV?

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

Is IVV better than BUZZ?

IVV has a lower expense ratio. BUZZ led over 3Y, IVV over 1Y, 5Y and the full window. BUZZ is less concentrated, with 32.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.