BUSA vs IVVW
Comparison between BRANDES U.S. VALUE ETF (BUSA, ETF) and ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF).
BUSA vs IVVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BUSA vs IVVW - Holdings Comparison
BUSA and IVVW have 0 common holdings. Overlap is 0.00%
BUSA's top 25 holdings weight is 52.63%. IVVW's top 25 holdings weight is 101.74%.
| Rank | BUSA | IVVW |
|---|---|---|
| #1 | CITIGROUP INC (C) - 2.96% | ISHARES CORE S&P 500 ETF (IVV) - 101.74% |
| #2 | MERCK & CO INC (MRK) - 2.55% | N/A |
| #3 | TEXTRON INC (TXT) - 2.54% | N/A |
| #4 | ALPHABET INC CLASS C (GOOG) - 2.48% | N/A |
| #5 | BANK OF AMERICA CORP (BAC) - 2.43% | N/A |
| #6 | FEDEX CORP (FDX) - 2.40% | N/A |
| #7 | HALLIBURTON CO (HAL) - 2.28% | N/A |
| #8 | THE CIGNA GROUP (CI) - 2.24% | N/A |
| #9 | BECTON DICKINSON & CO (BDX) - 2.15% | N/A |
| #10 | SLB LTD (SLB) - 2.14% | N/A |
| #11 | PFIZER INC (PFE) - 2.10% | N/A |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.09% | N/A |
| #13 | n/a (KNX) - 2.09% | N/A |
| #14 | CHEVRON CORP (CVX) - 1.98% | N/A |
| #15 | WELLS FARGO & CO (WFC) - 1.94% | N/A |
| #16 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 1.93% | N/A |
| #17 | ARROW ELECTRONICS INC (ARW) - 1.92% | N/A |
| #18 | AMDOCS LTD (DOX) - 1.92% | N/A |
| #19 | EMERSON ELECTRIC CO (EMR) - 1.85% | N/A |
| #20 | SANOFI SA ADR (SNY) - 1.83% | N/A |
| #21 | MICRON TECHNOLOGY INC (MU) - 1.83% | N/A |
| #22 | ARCH CAPITAL GROUP LTD (ACGL) - 1.83% | N/A |
| #23 | CVS HEALTH CORP (CVS) - 1.75% | N/A |
| #24 | UNITEDHEALTH GROUP INC (UNH) - 1.70% | N/A |
| #25 | JPMORGAN US TREASURY PLUS MMKT CAPITAL (JTCXX) - 1.70% | N/A |
| Total Holdings | 66 | 1 |
BUSA vs IVVW - Historical Returns
Returns include dividend reinvestment.
BUSA vs IVVW - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BUSA | IVVW |
|---|---|---|
| 2026 | +9.18% | +4.41% |
| 2025 | +17.82% | +11.80% |
| 2024 | +15.31% | +12.89% |
| 2023 | +10.65% | N/A |
BUSA vs IVVW Drawdown Comparison
The maximum drawdown for BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 144 trading sessions.
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The current IVVW drawdown is -0.65%.
| Rank | BUSA | IVVW |
|---|---|---|
| #1 | -14.19% Nov 29, 2024 - Jul 1, 2025 | -16.79% Feb 18, 2025 - Sep 9, 2025 |
| #2 | -7.61% Feb 6, 2026 - Jun 4, 2026 | -6.19% Jul 22, 2024 - Aug 15, 2024 |
| #3 | -6.29% Jul 30, 2024 - Aug 29, 2024 | -5.81% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -6.02% Oct 17, 2023 - Nov 14, 2023 | -3.66% Mar 28, 2024 - Jun 5, 2024 |
| #5 | -5.66% Mar 28, 2024 - Jul 16, 2024 | -2.77% Jun 4, 2026 - Jun 10, 2026 |
| #6 | -4.53% Jul 23, 2025 - Aug 22, 2025 | -2.59% Dec 16, 2024 - Jan 17, 2025 |
| #7 | -3.80% Oct 27, 2025 - Nov 25, 2025 | -2.45% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -3.78% Aug 30, 2024 - Oct 11, 2024 | -1.84% Aug 30, 2024 - Sep 12, 2024 |
| #9 | -3.49% Oct 3, 2025 - Oct 24, 2025 | -1.82% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -2.77% Oct 16, 2024 - Nov 6, 2024 | -1.58% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.44% Nov 11, 2024 - Nov 25, 2024 | -1.50% Jan 16, 2026 - Jan 26, 2026 |
| #12 | -2.32% Jul 3, 2025 - Jul 23, 2025 | -1.47% Oct 6, 2025 - Oct 17, 2025 |
| #13 | -2.15% Jan 8, 2024 - Jan 24, 2024 | -1.27% Feb 9, 2026 - Feb 25, 2026 |
| #14 | -2.03% Jul 17, 2024 - Jul 26, 2024 | -0.90% Nov 14, 2024 - Nov 22, 2024 |
| #15 | -1.91% Sep 11, 2025 - Oct 1, 2025 | -0.81% May 12, 2026 - May 22, 2026 |
Correlation
Correlation between BUSA and IVVW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2023 - 2026)
BUSA vs IVVW dividend yield comparison.
| Year | BUSA | IVVW |
|---|---|---|
| 2026 | 0.33% | 7.70% |
| 2025 | 1.53% | 18.55% |
| 2024 | 1.37% | 13.72% |
| 2023 | 0.22% | 0.00% |
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