AETH vs IVV
Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AETH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $4M | $907.0B | |
| Dividend Yield | 2.78% | 1.10% | |
| Holdings | 3 | 508 | |
| YTD Return | -0.04% | +12.28% | |
| 1Y Return | -30.48% | +20.94% | |
| 3Y Return (annualized) | +22.93% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 63.8% | 15.1% | |
| Max Drawdown | -51.1% | -56.5% | |
| Fund Family | Bitwise | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 29, 2023 | May 15, 2000 |
AETH vs IVV Performance
Bitwise Trendwise Ether and Treasuries Rotation Strategy ETF (AETH) is a ETF from Bitwise and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AETH returned -30.48% while IVV returned +20.94%. Year to date, AETH is down 0.04% versus a gain of 12.28% for IVV.
Over three years, AETH compounded at +22.93% per year against +21.81% for IVV. Across the full 3-year window we track, AETH has the edge at +22.93% annualized vs +6.98%. 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 15.1% 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 -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.78% against 1.10% for IVV.
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. On a $10,000 investment, that is $86 per year of difference.
Which performed better, AETH or IVV?
Over the past year AETH returned -30.48% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), AETH annualized +22.93% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, AETH or IVV?
AETH has been the more volatile fund at 63.8% annualized versus 15.1% for IVV. Worst drawdown: AETH -51.1% vs IVV -56.5%.
Should I hold both AETH and IVV?
AETH and IVV have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AETH or IVV?
AETH yields 2.78% while IVV yields 1.10%, so AETH currently pays the higher dividend yield.
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