BLLD vs IVV

BLLD vs IVV

Which is better, BLLD or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y 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

MetricBLLDIVV
Expense Ratio0.49%0.03%Best
AUM$21M$896.5B
Dividend Yield1.64%1.10%
Holdings61508
Volatility (annualized)17.1%14.0%Best
Max Drawdown-21.0%-12.9%Best
$10,000 over 2.5 years$10,569$14,393Best
Fund FamilyJ.P. Morgan Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 7, 2022May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 572 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BLLD has data through Mar 21, 2025 and IVV through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Sep 9, 2022 to Mar 21, 2025 (2.5 years).

Risk: Volatility and Drawdowns

BLLD has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.0% 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 -21.0% for BLLD and -12.9% 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BLLD charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, BLLD currently yields 1.64% against 1.10% for IVV.

You are not choosing between two funds in isolation.

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

BLLDIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLLD or IVV?

BLLD has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which is riskier, BLLD or IVV?

BLLD has been the more volatile fund at 17.1% annualized versus 14.0% for IVV. Worst drawdown: BLLD -21.0% vs IVV -12.9%.

Should I hold both BLLD and IVV?

BLLD and IVV have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BLLD or IVV?

BLLD yields 1.64% while IVV yields 1.10%, so BLLD currently pays the higher dividend yield.

Is IVV better than BLLD?

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