IBFR vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIBFRIVVWinner
Expense Ratio0.85%0.03%
AUM$15M$865.2B
Dividend Yield0.80%1.09%
Holdings273508
YTD Return+1.90%+13.52%
1Y Return-+23.63%
3Y Return (annualized)-+21.26%
5Y Return (annualized)-+13.52%
Volatility (annualized)-15.1%
Max Drawdown-5.7%-56.5%
Fund FamilyInnovator ETFs TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionFeb 24, 2026May 15, 2000

IBFR vs IVV Performance

Innovator International Developed Managed 10 Buffer ETF (IBFR) is a ETF from Innovator ETFs Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, IBFR is up 1.90% versus a gain of 13.52% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.7% for IBFR and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IBFR charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, IBFR currently yields 0.80% against 1.09% for IVV.

Holdings Overlap

0.1%overlap

IBFR and IVV share 2 holdings out of 776 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IBFRWeight in IVVDifference
NXPI0.26%0.11%0.15%
BG0.18%0.03%0.15%

Frequently Asked Questions

Which is cheaper, IBFR or IVV?

IBFR has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

What is the holdings overlap between IBFR and IVV?

IBFR and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 776 unique securities.

Which pays a higher dividend, IBFR or IVV?

IBFR yields 0.80% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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