IBFR vs IVV

IBFR vs IVV

Which is better, IBFR or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IBFR is less concentrated, with 14.0% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: IBFR

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

MetricIBFRIVV
Expense Ratio0.85%0.03%Best
AUM$15M$876.4B
Dividend Yield0.78%1.06%
Holdings647508
YTD Return+0.46%+11.03%Best
1Y Return-+15.62%
3Y Return (annualized)-+20.81%
5Y Return (annualized)-+12.61%
Top 10 Weight14.0%Best37.8%
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionFeb 24, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IBFR 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IBFR vs IVV Performance

Innovator International Developed Managed 10 Buffer ETF (IBFR) is an ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, IBFR is up 0.46% versus a gain of 11.03% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

IBFR charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, IBFR currently yields 0.78% against 1.06% for IVV.

Holdings Overlap

IBFR already in IVV0.5%
IVV already in IBFR0.2%

0.5% of IBFR's money is in holdings IVV also owns. 0.2% of IVV's money is in holdings IBFR also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 294 positions we hold weights for in IBFR and 490 in IVV, against full books of 647 and 508.

What only one of them owns

Our book lists 480 positions for IVV that do not appear in our book for IBFR (98.4% of the fund), and 9 for IBFR that do not appear in IVV (2.9%).

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 IBFRWeight in IVVDifference
CMECme Group, Cl A0.48%0.16%0.32%
KRKroger Co.0.02%0.05%0.03%

You are not choosing between two funds in isolation.

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

IBFRIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IBFR or IVV?

IBFR has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

Which pays a higher dividend, IBFR or IVV?

IBFR yields 0.78% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than IBFR?

IVV has a lower expense ratio. IBFR is less concentrated, with 14.0% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.