BETZ vs IVV
Roundhill Sports Betting & iGaming ETF vs iShares Core S&P 500 ETF
Which is better, BETZ or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 58.6%.
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 | BETZ | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $41M | $882.6B |
| Dividend Yield | 4.95% | 1.06% |
| Holdings | 27 | 508 |
| YTD Return | -19.62% | +14.90%Best |
| 1Y Return | -23.00% | +17.30%Best |
| 3Y Return (annualized) | +3.55% | +23.04%Best |
| 5Y Return (annualized) | -9.70% | +13.97%Best |
| Volatility (annualized) | 29.1% | 15.4%Best |
| Max Drawdown | -60.8% | -24.5%Best |
| $10,000 over 5 years | $6,004 | $19,229Best |
| Top 10 Weight | 58.6% | 38.1%Best |
| Fund Family | Roundhill Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Dec 31, 2023 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Jun 4, 2020 to Oct 9, 2026 (6.3 years).
BETZ 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 6.3 years both funds cover.
BETZ vs IVV Performance
Roundhill Sports Betting & iGaming ETF (BETZ) is an ETF from Roundhill Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BETZ returned -23.00% while IVV returned +17.30%. Year to date, BETZ is down 19.62% versus a gain of 14.90% for IVV.
Over three years, BETZ compounded at +3.55% per year against +23.04% for IVV; over five years the annualized figures are -9.70% and +13.97% respectively. Across the full 6-year window we track, IVV has the edge at +17.02% annualized vs +1.50%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BETZ has been the more volatile fund, with annualized monthly volatility of 29.1% compared with 15.4% 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 -60.8% for BETZ and -24.5% 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 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BETZ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, BETZ currently yields 4.95% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 25 holdings in BETZ and 505 in IVV, totalling 99.8% and 99.9% 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 25 positions we hold weights for in BETZ and 505 in IVV, against full books of 27 and 508.
What only one of them owns
Our book lists 497 positions for IVV that do not appear in our book for BETZ (99.3% of the fund), and 8 for BETZ that do not appear in IVV (34.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BETZ 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, BETZ or IVV?
BETZ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, BETZ or IVV?
Over the past year BETZ returned -23.00% vs +17.30% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), BETZ annualized +1.50% vs +17.02% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BETZ or IVV?
BETZ has been the more volatile fund at 29.1% annualized versus 15.4% for IVV. Worst drawdown: BETZ -60.8% vs IVV -24.5%.
Should I hold both BETZ and IVV?
BETZ and IVV have a monthly-return correlation of 0.67, 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, BETZ or IVV?
BETZ yields 4.95% while IVV yields 1.06%, so BETZ currently pays the higher dividend yield.
Is IVV better than BETZ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 58.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.