BIDD vs IVV

Quick Verdict

IVV has a lower expense ratio. BIDD delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: BIDDMore Diversified: IVV

Side-by-Side Comparison

MetricBIDDIVVWinner
Expense Ratio0.59%0.03%
AUM$408M$865.2B
Dividend Yield7.71%1.09%
Holdings60508
YTD Return+11.54%+13.80%
1Y Return+23.73%+23.70%
3Y Return (annualized)-+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)12.6%15.1%
Max Drawdown-15.1%-56.5%
Fund FamilyBlackRock, Inc. (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 15, 2024May 15, 2000

BIDD vs IVV Performance

iShares International Dividend Active ETF (BIDD) is a ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BIDD returned +23.73% while IVV returned +23.70%. Year to date, BIDD is up 11.54% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.6% for BIDD. 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 -15.1% for BIDD 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIDD charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, BIDD currently yields 7.71% against 1.09% for IVV.

Holdings Overlap

0.1%overlap

BIDD and IVV share 1 holdings out of 552 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIDDWeight in IVVDifference
XTSLA3.70%0.15%3.55%

Frequently Asked Questions

Which is cheaper, BIDD or IVV?

BIDD has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, BIDD or IVV?

Over the past year BIDD returned +23.73% vs +23.70% for IVV, so BIDD leads on 1-year performance. Over the longest common window we track (2 years), BIDD annualized +18.12% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, BIDD or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 12.6% for BIDD. Worst drawdown: BIDD -15.1% vs IVV -56.5%.

Should I hold both BIDD and IVV?

BIDD and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIDD and IVV?

BIDD and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 552 unique securities.

Which pays a higher dividend, BIDD or IVV?

BIDD yields 7.71% while IVV yields 1.09%, so BIDD currently pays the higher dividend yield.

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