Which returned more over the last year, BDYN or IVV?

In the year to Oct 9, 2026, with distributions reinvested, BDYN returned +13.2% and IVV +17.3%.

Which is cheaper, BDYN or IVV?

IVV is cheaper, by 0.36 percentage points a year. That is about $36 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do BDYN and IVV overlap with the S&P 500?

By their latest filed holdings, 67% of BDYN and 100% of IVV by weight is stocks the S&P 500 already holds.

Share on X Download as PDF

Compare their flows Ask IQ about these two funds

BDYN vs IVV: Differences, Returns & Fees

BDYN and IVV hold 50% of their weight in the same names, and IVV returned +17.3% over the year. Net assets on Oct 9, 2026: $3.2bn for iShares Dynamic Equity Active ETF and $896.4bn for iShares Core S&P 500 ETF.

IVV costs 0.36 points a year less; their one-year returns differ by 4.1 points; IVV is far larger, $896.4bn against $3.2bn.

BDYN vs IVV: Differences, Returns & Fees
	BDYN	IVV
Expense ratio	0.39%	0.03%
Net assets	$3.2bn	$896.4bn
Total return, 1 year	+13.2%	+17.3%
What it tracks	No index, actively managed	S&P 500
Holdings in common	50%
Top ten holdings, share of the fund	29.6%	39.0%

Holdings in common uses holdings dated Oct 9, 2026.

+13.2%

BDYN total return, 1 year

+17.3%

IVV total return, 1 year

0.39%

BDYN expense ratio

0.03%

IVV expense ratio

What they hold in common

By the books each fund has filed, BDYN and IVV hold 50% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

50% in common

Positions both hold, largest shared weight first

Holding BDYN IVV

APPLE 5.76% 7.29%

NVIDIA 4.36% 8.23%

MICROSOFT 3.68% 5.89%

AMAZON.COM INC 2.79% 3.82%

ALPHABET CLASS C 3.42% 2.45%

BROADCOM INC 1.80% 2.55%

META PLATFORMS CLASS A 1.79% 2.35%

MICRON TECHNOLOGY 1.90% 1.72%

ELI LILLY 1.97% 1.40%

ADVANCED MICRO DEVICES 1.14% 1.47%

EXXONMOBIL HOLDINGS CORP 1.11% 1.03%

TESLA INC 1.01% 1.60%

Only in BDYN

SPDR GOLD SHARES 2.18%

ASML HOLDING ADR REPRESENTING 1.34%

UNICREDITO SPA UNSPONSORED ITALY A 1.03%

MITSUBISHI UFJ FINANCIAL GROUP ADS 0.96%

ING GROEP ADR REP 0.87%

ROLLS ROYCE HOLDINGS ADR PLC 0.73%

SPACE EXPLORATION TECHNOLOGIES COR 0.72%

SUNCOR ENERGY INC 0.72%

Only in IVV

BERKSHIRE HATHAWAY INC CLASS B 1.42%

CHEVRON 0.62%

PROCTER & GAMBLE 0.52%

COCA-COLA 0.51%

NETFLIX 0.43%

RTX 0.37%

WELLS FARGO 0.37%

MORGAN STANLEY 0.34%

Check overlap with more funds →

On the same fields

BDYN

iShares Dynamic Equity Active ETF

IVV

iShares Core S&P 500 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Actively managed Tracks the S&P 500

Total return, 1 year +13.2% +17.3%

Its benchmark over the same days +16.2% (URTH) +17.3% (SPY)

Gap to its benchmark −3.0 pts vs URTH +0.1 pts vs SPY

Expense ratio 0.39% 0.03%

Already in the S&P 500 67.3% 99.8%

Holdings 371 505

Net assets $3.2bn $896.4bn

BDYN and IVV on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About BDYN

BDYN is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.2% with distributions reinvested, against +16.2% for its benchmark, the MSCI World Index. The prospectus expense ratio is 0.39% a year. By its holdings published by its issuer for Oct 9, 2026, 67% of the fund by weight is stocks the S&P 500 also holds, across 371 positions, with the top ten at 29.6%.

About IVV

IVV tracks the S&P 500. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested, against +17.3% for its benchmark, the S&P 500. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 9, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 505 positions, with the top ten at 39.0%.

Questions people ask

Which returned more over the last year, BDYN or IVV?: In the year to Oct 9, 2026, with distributions reinvested, BDYN returned +13.2% and IVV +17.3%.
Which is cheaper, BDYN or IVV?: IVV is cheaper, by 0.36 percentage points a year. That is about $36 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BDYN and IVV overlap with the S&P 500?: By their latest filed holdings, 67% of BDYN and 100% of IVV by weight is stocks the S&P 500 already holds.

Other comparisons

BDYN vs SPY BDYN vs VOO BDYN vs VTI BDYN vs SPYM IVV vs IYY IVV vs PTLC IVV vs SNPE IVV vs USCL

BDYN on its own →IVV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

BDYN filings on SEC EDGAR ↗BDYN prospectus with the expense ratio (SEC) ↗iShares page for BDYN ↗IVV filings on SEC EDGAR ↗IVV prospectus with the expense ratio (SEC) ↗iShares page for IVV ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, BDYN against IVV, data as of Oct 9, 2026. https://etfiq.com/compare/any/bdyn-vs-ivv

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.