BAGY vs IVV
Amplify Bitcoin Max Income Covered Call 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 | BAGY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $11M | $907.0B | |
| Dividend Yield | 61.77% | 1.10% | |
| Holdings | 9 | 508 | |
| YTD Return | -28.39% | +12.71% | |
| 1Y Return | -44.41% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 38.8% | 15.1% | |
| Max Drawdown | -54.5% | -56.5% | |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 29, 2025 | May 15, 2000 |
BAGY vs IVV Performance
Amplify Bitcoin Max Income Covered Call ETF (BAGY) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BAGY returned -44.41% while IVV returned +21.89%. Year to date, BAGY is down 28.39% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
BAGY has been the more volatile fund, with annualized monthly volatility of 38.8% 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 -54.5% for BAGY 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAGY charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BAGY currently yields 61.77% against 1.10% for IVV.
Holdings Overlap
BAGY and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAGY or IVV?
BAGY has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, BAGY or IVV?
Over the past year BAGY returned -44.41% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BAGY annualized -26.50% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, BAGY or IVV?
BAGY has been the more volatile fund at 38.8% annualized versus 15.1% for IVV. Worst drawdown: BAGY -54.5% vs IVV -56.5%.
Should I hold both BAGY and IVV?
BAGY and IVV have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAGY and IVV?
BAGY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BAGY or IVV?
BAGY yields 61.77% while IVV yields 1.10%, so BAGY currently pays the higher dividend yield.
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