IVV vs XBFR
iShares Core S&P 500 ETF vs Innovator Equity Managed 10 Buffer ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XBFR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $907.0B | $46M | |
| Dividend Yield | 1.10% | 0.10% | |
| Holdings | 508 | 201 | |
| YTD Return | +13.51% | +6.97% | |
| 1Y Return | +20.65% | - | |
| 3Y Return (annualized) | +21.94% | - | |
| 5Y Return (annualized) | +12.95% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.1% | |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 24, 2026 |
IVV vs XBFR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator Equity Managed 10 Buffer ETF (XBFR) is a ETF from Innovator ETFs Trust. Year to date, IVV is up 13.51% versus a gain of 6.97% for XBFR.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.1% for XBFR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while XBFR charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.10% for XBFR.
Holdings Overlap
IVV and XBFR share 116 holdings out of 574 unique holdings combined, representing a 66.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or XBFR?
IVV has an expense ratio of 0.03% while XBFR charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between IVV and XBFR?
IVV and XBFR share 116 common holdings with a 66.1% weight overlap. Combined, they hold 574 unique securities.
Which pays a higher dividend, IVV or XBFR?
IVV yields 1.10% while XBFR yields 0.10%, so IVV currently pays the higher dividend yield.
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