BDYN vs. IVV

Last updated Jun 5, 2026

BDYN (iShares Dynamic Equity Active ETF) and IVV (iShares Core S&P 500 ETF) are both exchange-traded funds - BDYN is a Global Equities fund actively managed by iShares, while IVV is a S&P 500 fund tracking the S&P 500 Index. BDYN is actively managed, while IVV is passively managed. Their correlation of 0.95 suggests significant overlap in exposure. BDYN charges 0.40%/yr vs 0.03%/yr for IVV.

Performance

BDYN vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BDYN achieves a 8.61% return, which is significantly lower than IVV's 11.38% return.

BDYN

• 1D: 0.45%
• 1M: 4.35%
• YTD: 8.61%
• 6M: 9.21%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IVV

• 1D: 0.47%
• 1M: 4.66%
• YTD: 11.38%
• 6M: 11.30%
• 1Y: 28.64%
• 3Y*: 22.69%
• 5Y*: 13.99%
• 10Y*: 15.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BDYN vs. IVV - Yearly Performance Comparison

	2026 (YTD)	2025
BDYN iShares Dynamic Equity Active ETF	8.61%	3.68%
IVV iShares Core S&P 500 ETF	11.38%	3.80%

Correlation

The correlation between BDYN and IVV is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 16, 2025	0.95

BDYN vs. IVV - Sectors Allocation Comparison

Sectors	BDYN	IVV
Technology	30.5%	35.6%
Financial Services	11.6%	11.8%
Industrials	10.8%	8.3%
Communication Services	10.0%	11.2%
Consumer Cyclical	9.6%	10.1%
Healthcare	9.3%	8.5%
Energy	5.7%	3.5%
Consumer Defensive	3.4%	4.9%
Utilities	2.5%	2.4%
Basic Materials	1.3%	1.8%
Real Estate	0.1%	1.9%

Return for Risk

BDYN vs. IVV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVV

IVV Risk / Return Rank: 74
IVV Sharpe Ratio Rank: 76
IVV Sortino Ratio Rank: 75
IVV Omega Ratio Rank: 75
IVV Calmar Ratio Rank: 66
IVV Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDYN vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BDYN	IVV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.44	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.83	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	0.45	+0.82

Drawdowns

BDYN vs. IVV - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BDYN and IVV.

Drawdown Indicators

	BDYN	IVV	Difference
Max Drawdown Largest peak-to-trough decline	-10.85%	-55.25%	+44.40%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.75%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.53%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.90%	—
Current Drawdown Current decline from peak	-0.41%	-0.29%	-0.12%
Average Drawdown Average peak-to-trough decline	-1.79%	-10.78%	+8.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.91%	—

Volatility

Volatility by Period

	BDYN	IVV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.14%	11.80%	+2.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.14%	16.88%	-2.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.14%	18.05%	-3.91%

BDYN vs. IVV - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is higher than IVV's 0.03% expense ratio.

Dividends

BDYN vs. IVV - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.00%, more than IVV's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BDYN iShares Dynamic Equity Active ETF	2.00%	2.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IVV iShares Core S&P 500 ETF	1.06%	1.17%	1.30%	1.44%	1.66%	1.20%	1.57%	1.85%	2.21%	1.75%	2.01%	2.27%

Frequently Asked Questions

Can I hold both BDYN and IVV in my portfolio?

With a correlation of 0.95, BDYN and IVV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BDYN or IVV?

On fees, IVV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BDYN or IVV?

IVV is cheaper with a 0.03% expense ratio, compared with 0.40% for BDYN.

Which ETF pays a higher dividend yield, BDYN or IVV?

BDYN has the higher dividend yield at 2.00%, compared with 1.06% for IVV.

What is the main difference between BDYN and IVV?

BDYN is categorized as Global Equities, while IVV is S&P 500. Their fees differ too: 0.40% for BDYN and 0.03% for IVV.