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