BHDG vs IVV

BHDG vs IVV

Which is better, BHDG or IVV?

Multi Alternative against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricBHDGIVV
Expense Ratio0.97%0.03%Best
AUM$17M$876.4B
Dividend Yield0.00%1.06%
Holdings6508
YTD Return-11.41%+12.24%Best
1Y Return-+18.61%
3Y Return (annualized)-+20.98%
5Y Return (annualized)-+12.76%
Fund FamilyXFundsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionMar 17, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BHDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BHDG vs IVV Performance

Nicholas Bitcoin Tail ETF (BHDG) is an ETF from XFunds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BHDG is down 11.41% versus a gain of 12.24% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

BHDG charges 0.97% per year while IVV charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, BHDG currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in BHDG and 505 in IVV, totalling 89.2% and 100.0% 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 BHDG and 505 in IVV, against full books of 6 and 508.

You are not choosing between two funds in isolation.

Whichever of BHDG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BHDGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BHDG or IVV?

BHDG has an expense ratio of 0.97% while IVV charges 0.03%. IVV is the cheaper option, by $94 a year on a $10,000 investment.

Which pays a higher dividend, BHDG or IVV?

BHDG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BHDG?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.