BEGS vs IVV
Rareview 2x Bull Cryptocurrency & Precious Metals 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 | BEGS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $3M | $907.0B | |
| Dividend Yield | 82.08% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | -38.51% | +14.29% | |
| 1Y Return | -38.34% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 44.9% | 15.1% | |
| Max Drawdown | -60.2% | -56.5% | |
| Fund Family | Rareview Capital | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 4, 2025 | May 15, 2000 |
BEGS vs IVV Performance
Rareview 2x Bull Cryptocurrency & Precious Metals ETF (BEGS) is a ETF from Rareview Capital and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BEGS returned -38.34% while IVV returned +21.79%. Year to date, BEGS is down 38.51% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
BEGS has been the more volatile fund, with annualized monthly volatility of 44.9% 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 -60.2% for BEGS 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BEGS charges 0.99% per year while IVV charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BEGS currently yields 82.08% against 1.10% for IVV.
Holdings Overlap
BEGS 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, BEGS or IVV?
BEGS has an expense ratio of 0.99% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, BEGS or IVV?
Over the past year BEGS returned -38.34% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BEGS annualized -7.40% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, BEGS or IVV?
BEGS has been the more volatile fund at 44.9% annualized versus 15.1% for IVV. Worst drawdown: BEGS -60.2% vs IVV -56.5%.
Should I hold both BEGS and IVV?
BEGS and IVV have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEGS and IVV?
BEGS and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BEGS or IVV?
BEGS yields 82.08% while IVV yields 1.10%, so BEGS currently pays the higher dividend yield.
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