BXSL vs IVV

BXSL vs IVV

Which is better, BXSL or IVV?

Bank Loan against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricBXSLIVV
Expense Ratio11.03%0.03%Best
AUM-$882.6B
Dividend Yield-1.06%
Holdings1508
YTD Return-2.18%+13.60%Best
1Y Return+0.67%+16.32%Best
3Y Return (annualized)+7.80%+23.81%Best
5Y Return (annualized)+8.15%+14.03%Best
Volatility (annualized)17.2%15.5%Best
Max Drawdown-36.8%-24.5%Best
$10,000 over 5 years$14,796$19,279Best
Fund FamilyThe Blackstone Group InciShares by BlackRock (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Blend
InceptionMar 26, 2018May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 28, 2021 to Oct 2, 2026 (4.9 years).

BXSL 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 4.9 years both funds cover.

BXSL vs IVV Performance

Blackstone Secured Lending Fund (BXSL) is an ETF from The Blackstone Group Inc and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BXSL returned +0.67% while IVV returned +16.32%. Year to date, BXSL is down 2.18% versus a gain of 13.60% for IVV.

Over three years, BXSL compounded at +7.80% per year against +23.81% for IVV; over five years the annualized figures are +8.15% and +14.03% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BXSL has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.5% 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 -36.8% for BXSL 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 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BXSL charges 11.03% per year while IVV charges 0.03%. On a $10,000 position that is $1103 vs $3 annually, a gap of $1100 per year that compounds over a long holding period.

Holdings Overlap

We hold position weights for 1 holding in BXSL and 505 in IVV, totalling 0.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 73 days apart, BXSL as of Jun 30, 2026 and IVV as of Sep 11, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 1 positions we hold weights for in BXSL and 505 in IVV, against full books of 1 and 508.

You are not choosing between two funds in isolation.

Whichever of BXSL and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BXSLIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BXSL or IVV?

BXSL has an expense ratio of 11.03% while IVV charges 0.03%. IVV is the cheaper option, by $1100 a year on a $10,000 investment.

Which performed better, BXSL or IVV?

Over the past year BXSL returned +0.67% vs +16.32% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BXSL or IVV?

BXSL has been the more volatile fund at 17.2% annualized versus 15.5% for IVV. Worst drawdown: BXSL -36.8% vs IVV -24.5%.

Should I hold both BXSL and IVV?

BXSL and IVV have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Is IVV better than BXSL?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.