BUYO vs IVV

BUYO vs IVV

Which is better, BUYO or IVV?

Mid Cap Blend against Large Cap Blend.

IVV has a lower expense ratio. BUYO led over 1Y, IVV over the full window. BUYO is less concentrated, with 11.2% of the fund in its ten largest positions against 38.9%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: BUYO

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

MetricBUYOIVV
Expense Ratio0.89%0.03%Best
AUM$16M$896.5B
Dividend Yield0.01%1.10%
Holdings328508
YTD Return+14.76%Best+13.59%
1Y Return+21.72%Best+17.54%
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Volatility (annualized)17.1%12.5%Best
Max Drawdown-28.0%-18.8%Best
$10,000 over 2 years$12,798$13,724Best
Top 10 Weight11.2%Best38.9%
Fund FamilyKraneSharesiShares by BlackRock (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionOct 8, 2024May 15, 2000

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 8, 2024 to Oct 14, 2026 (2 years).

BUYO 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 2 years both funds cover.

BUYO vs IVV Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is an ETF from KraneShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BUYO returned +21.72% while IVV returned +17.54%. Year to date, BUYO is up 14.76% versus a gain of 13.59% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 12.5% 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 -28.0% for BUYO and -18.8% 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYO charges 0.89% per year while IVV charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, BUYO currently yields 0.01% against 1.10% for IVV.

Holdings Overlap

BUYO already in IVV7.1%
IVV already in BUYO0.3%

7.1% of BUYO's money is in holdings IVV also owns. 0.3% of IVV's money is in holdings BUYO also owns.

BUYO and IVV share little of their money.

16 positions in common, counted across the 322 positions we hold weights for in BUYO and 506 in IVV, against full books of 328 and 508.

What only one of them owns

Our book lists 484 positions for IVV that do not appear in our book for BUYO (99.1% of the fund), and 297 for BUYO that do not appear in IVV (89.6%).

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

StockWeight in BUYOWeight in IVVDifference
NWSANews Corp A1.61%0.02%1.59%
GNRCGenerac Holdings, Inc.0.88%0.02%0.86%
RLRalph Lauren Corp. Class A0.80%0.02%0.78%
AIZAssurant, Inc.0.52%0.02%0.50%
NINisource Inc.0.43%0.03%0.40%
FFIVF5 Networks Inc.0.41%0.04%0.37%
GDDYGodaddy Inc. Class A0.41%0.02%0.39%
PODDInsulet Corporation0.40%0.01%0.39%
GENGen Digital Inc0.32%0.02%0.30%
CRLCharles River Laboratories International Inc0.31%0.02%0.29%

You are not choosing between two funds in isolation.

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

BUYOIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUYO or IVV?

BUYO has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option, by $86 a year on a $10,000 investment.

Which performed better, BUYO or IVV?

Over the past year BUYO returned +21.72% vs +17.54% for IVV, so BUYO leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +13.13% vs +17.15% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUYO or IVV?

BUYO has been the more volatile fund at 17.1% annualized versus 12.5% for IVV. Worst drawdown: BUYO -28.0% vs IVV -18.8%.

Should I hold both BUYO and IVV?

BUYO and IVV have a monthly-return correlation of 0.81, 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 BUYO and IVV?

7.1% of BUYO's money is in holdings IVV also owns. 0.3% of IVV's is in holdings BUYO also owns. They hold 16 positions in common, counted across the 322 positions we hold weights for in BUYO and 506 in IVV.

Which pays a higher dividend, BUYO or IVV?

BUYO yields 0.01% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Is IVV better than BUYO?

IVV has a lower expense ratio. BUYO led over 1Y, IVV over the full window. BUYO is less concentrated, with 11.2% 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.