BINC vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBINCIVVWinner
Expense Ratio0.40%0.03%
AUM$16.1B$865.2B
Dividend Yield5.84%1.09%
Holdings4,738508
YTD Return+1.09%+9.93%
1Y Return+4.44%+19.59%
3Y Return (annualized)+6.68%+19.41%
5Y Return (annualized)-+12.89%
Volatility (annualized)3.2%15.1%
Max Drawdown-2.7%-56.5%
Fund FamilyBlackRock, Inc. (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionMay 19, 2023May 15, 2000

BINC vs IVV Performance

iShares Flexible Income Active ETF (BINC) 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 BINC returned +4.44% while IVV returned +19.59%. Year to date, BINC is up 1.09% versus a gain of 9.93% for IVV.

Over three years, BINC compounded at +6.68% per year against +19.41% for IVV. Across the full 3-year window we track, IVV has the edge at +6.91% annualized vs +6.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.2% for BINC. 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 -2.7% for BINC 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BINC charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BINC currently yields 5.84% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

BINC and IVV share 0 holdings out of 861 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BINC or IVV?

BINC has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, BINC or IVV?

Over the past year BINC returned +4.44% vs +19.59% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), BINC annualized +6.75% vs +6.91% for IVV. Past performance does not guarantee future results.

Which is riskier, BINC or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 3.2% for BINC. Worst drawdown: BINC -2.7% vs IVV -56.5%.

Should I hold both BINC and IVV?

BINC and IVV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BINC and IVV?

BINC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 861 unique securities.

Which pays a higher dividend, BINC or IVV?

BINC yields 5.84% while IVV yields 1.09%, so BINC currently pays the higher dividend yield.

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