BOBP vs IVV
CORE16 Best of Breed Premier Index ETF vs iShares Core S&P 500 ETF
Which is better, BOBP or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. BOBP is less concentrated, with 34.8% of the fund in its ten largest positions against 38.9%.
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
| Metric | BOBP | IVV |
|---|---|---|
| Expense Ratio | 0.71% | 0.03%Best |
| AUM | $903,699 | $896.5B |
| Dividend Yield | 2.85% | 1.10% |
| Holdings | 156 | 508 |
| YTD Return | +12.65% | +13.59%Best |
| 1Y Return | +14.43% | +17.54%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 21.7% | 11.6%Best |
| Max Drawdown | -16.3% | -8.9%Best |
| $10,000 over 1.4 years | $12,373 | $13,441Best |
| Top 10 Weight | 34.8%Best | 38.9% |
| Fund Family | Exchange Traded Concepts Trust | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 20, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 21, 2025 to Oct 14, 2026 (1.4 years).
BOBP 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 1.4 years both funds cover.
BOBP vs IVV Performance
CORE16 Best of Breed Premier Index ETF (BOBP) is an ETF from Exchange Traded Concepts Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BOBP returned +14.43% while IVV returned +17.54%. Year to date, BOBP is up 12.65% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOBP has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 11.6% 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 -16.3% for BOBP and -8.9% 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BOBP charges 0.71% per year while IVV charges 0.03%. On a $10,000 position that is $71 vs $3 annually, a gap of $68 per year that compounds over a long holding period. On income, BOBP currently yields 2.85% against 1.10% for IVV.
Holdings Overlap
81.6% of BOBP's money is in holdings IVV also owns. 42.5% of IVV's money is in holdings BOBP also owns.
Most of BOBP is already inside IVV. Owning both mostly buys the same companies twice.
44 positions in common, counted across the 51 positions we hold weights for in BOBP and 506 in IVV, against full books of 156 and 508.
What only one of them owns
Our book lists 456 positions for IVV that do not appear in our book for BOBP (56.9% of the fund), and 4 for BOBP that do not appear in IVV (12.6%).
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
| Stock | Weight in BOBP | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.85% | 8.44% | 6.59% |
| AAPLApple, Inc | 2.00% | 7.29% | 5.29% |
| MSFTMicrosoft Corp | 1.97% | 5.76% | 3.79% |
| MUMicron Technology, Inc. | 4.23% | 1.87% | 2.36% |
| AMZNAmazon.Com Inc | 1.64% | 3.68% | 2.04% |
| GOOGLAlphabet Inc | 2.05% | 3.00% | 0.95% |
| METAMeta Platforms Inc | 1.92% | 2.42% | 0.50% |
| LRCXLrcx Uw Equity | 3.63% | 0.64% | 2.99% |
| KOCoca Cola Co. | 2.64% | 0.50% | 2.14% |
| AMATApplied Materials, Inc. | 2.45% | 0.64% | 1.81% |
81.6% of BOBP is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BOBP or IVV?
BOBP has an expense ratio of 0.71% while IVV charges 0.03%. IVV is the cheaper option, by $68 a year on a $10,000 investment.
Which performed better, BOBP or IVV?
Over the past year BOBP returned +14.43% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BOBP annualized +16.43% vs +23.52% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BOBP or IVV?
BOBP has been the more volatile fund at 21.7% annualized versus 11.6% for IVV. Worst drawdown: BOBP -16.3% vs IVV -8.9%.
Should I hold both BOBP and IVV?
BOBP and IVV have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BOBP and IVV?
81.6% of BOBP's money is in holdings IVV also owns. 42.5% of IVV's is in holdings BOBP also owns. They hold 44 positions in common, counted across the 51 positions we hold weights for in BOBP and 506 in IVV.
Which pays a higher dividend, BOBP or IVV?
BOBP yields 2.85% while IVV yields 1.10%, so BOBP currently pays the higher dividend yield.
Is IVV better than BOBP?
IVV has a lower expense ratio. IVV led over 1Y and the full window. BOBP is less concentrated, with 34.8% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.