BCUS vs IVV
Bancreek US Large Cap ETF vs iShares Core S&P 500 ETF
Which is better, BCUS or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 42.0%.
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 | BCUS | IVV |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $152M | $876.4B |
| Dividend Yield | 0.28% | 1.06% |
| Holdings | 31 | 508 |
| YTD Return | +6.76% | +11.57%Best |
| 1Y Return | +5.60% | +17.57%Best |
| 3Y Return (annualized) | - | +20.71% |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 12.5% | 11.9%Best |
| Max Drawdown | -18.2%Best | -18.8% |
| $10,000 over 2.7 years | $13,850 | $16,486Best |
| Top 10 Weight | 42.0% | 37.9%Best |
| Fund Family | Bancreek Capital Advisors | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 20, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 21, 2023 to Sep 10, 2026 (2.7 years).
BCUS 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 2.7 years both funds cover.
BCUS vs IVV Performance
Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BCUS returned +5.60% while IVV returned +17.57%. Year to date, BCUS is up 6.76% versus a gain of 11.57% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCUS has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 11.9% 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 -18.2% for BCUS 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BCUS currently yields 0.28% against 1.06% for IVV.
Holdings Overlap
47.4% of BCUS's money is in holdings IVV also owns. 14.7% of IVV's money is in holdings BCUS also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 30 positions we hold weights for in BCUS and 505 in IVV, against full books of 31 and 508.
What only one of them owns
Our book lists 480 positions for IVV that do not appear in our book for BCUS (84.7% of the fund), and 11 for BCUS that do not appear in IVV (37.0%).
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 BCUS | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 4.28% | 7.98% | 3.70% |
| AVGOBroadcom Inc | 3.93% | 2.98% | 0.95% |
| METAMeta Platforms, Inc. | 3.62% | 1.94% | 1.68% |
| NFLXNetflix, Inc. | 3.41% | 0.47% | 2.94% |
| APHAmphenol Corp. Class A | 3.08% | 0.32% | 2.76% |
| NRGNrg Energy Inc. | 3.29% | 0.04% | 3.25% |
| EMEEmcor Group Inc | 3.26% | 0.05% | 3.21% |
| BKBank Of New York Mellon Corp. | 3.10% | 0.16% | 2.94% |
| RLRalph Lauren Corp. Class A | 3.09% | 0.02% | 3.07% |
| IBKRInteractive Brokers Group Inc | 3.00% | 0.06% | 2.94% |
47.4% of BCUS 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, BCUS or IVV?
BCUS has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, BCUS or IVV?
Over the past year BCUS returned +5.60% vs +17.57% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCUS or IVV?
BCUS has been the more volatile fund at 12.5% annualized versus 11.9% for IVV. Worst drawdown: BCUS -18.2% vs IVV -18.8%.
Should I hold both BCUS and IVV?
BCUS and IVV have a monthly-return correlation of 0.77, 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 BCUS and IVV?
47.4% of BCUS's money is in holdings IVV also owns. 14.7% of IVV's is in holdings BCUS also owns. They hold 15 positions in common, counted across the 30 positions we hold weights for in BCUS and 505 in IVV.
Which pays a higher dividend, BCUS or IVV?
BCUS yields 0.28% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BCUS?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 42.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.