AETH vs IVV
Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF vs iShares Core S&P 500 ETF
Which is better, AETH or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. AETH led over 3Y and the full window, IVV over 1Y.
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 | AETH | IVV |
|---|---|---|
| Expense Ratio | 0.89% | 0.03%Best |
| AUM | $6M | $876.4B |
| Dividend Yield | 2.26% | 1.06% |
| Holdings | 3 | 508 |
| YTD Return | +3.03% | +11.03%Best |
| 1Y Return | -26.47% | +15.62%Best |
| 3Y Return (annualized) | +23.55%Best | +20.81% |
| 5Y Return (annualized) | - | +12.61% |
| Volatility (annualized) | 63.8% | 12.5%Best |
| Max Drawdown | -51.1% | -18.8%Best |
| $10,000 over 3 years | $18,859Best | $18,455 |
| Fund Family | Bitwise | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Sep 29, 2023 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 2, 2023 to Sep 16, 2026 (3 years).
AETH 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 3 years both funds cover.
AETH vs IVV Performance
Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF (AETH) is an ETF from Bitwise and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AETH returned -26.47% while IVV returned +15.62%. Year to date, AETH is up 3.03% versus a gain of 11.03% for IVV.
Over three years, AETH compounded at +23.55% per year against +20.81% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AETH has been the more volatile fund, with annualized monthly volatility of 63.8% compared with 12.5% 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 -51.1% for AETH 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 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AETH charges 0.89% per year while IVV charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, AETH currently yields 2.26% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 1 holding in AETH and 490 in IVV, totalling 22.9% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AETH and 490 in IVV, against full books of 3 and 508.
You are not choosing between two funds in isolation.
Whichever of AETH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AETH or IVV?
AETH has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, AETH or IVV?
Over the past year AETH returned -26.47% vs +15.62% 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, AETH or IVV?
AETH has been the more volatile fund at 63.8% annualized versus 12.5% for IVV. Worst drawdown: AETH -51.1% vs IVV -18.8%.
Should I hold both AETH and IVV?
AETH and IVV have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AETH or IVV?
AETH yields 2.26% while IVV yields 1.06%, so AETH currently pays the higher dividend yield.
Is IVV better than AETH?
IVV has a lower expense ratio. AETH led over 3Y and the full window, IVV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.