IBUF vs IVV

IBUF 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

MetricIBUFIVVWinner
Expense Ratio0.85%0.03%
AUM$114M$907.0B
Dividend Yield0.00%1.10%
Holdings6508
YTD Return+9.61%+12.28%
1Y Return+13.89%+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)3.4%15.1%
Max Drawdown-5.9%-56.5%
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 1, 2024May 15, 2000

IBUF vs IVV Performance

Innovator International Developed 10 Buffer ETF - Quarterly (IBUF) is a ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IBUF returned +13.89% while IVV returned +20.94%. Year to date, IBUF is up 9.61% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.4% for IBUF. 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 -5.9% for IBUF 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

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

Frequently Asked Questions

Which is cheaper, IBUF or IVV?

IBUF has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, IBUF or IVV?

Over the past year IBUF returned +13.89% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IBUF annualized +12.24% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, IBUF or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 3.4% for IBUF. Worst drawdown: IBUF -5.9% vs IVV -56.5%.

Should I hold both IBUF and IVV?

IBUF and IVV have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IBUF or IVV?

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

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