BITC vs IVV
BITC vs IVV
Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BITC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BITC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.90% | 0.03% | |
| AUM | $15M | $865.2B | |
| Dividend Yield | 3.38% | 1.09% | |
| Holdings | 4 | 508 | |
| YTD Return | +274.59% | +13.80% | |
| 1Y Return | +187.19% | +23.70% | |
| 3Y Return (annualized) | +101.35% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 157.2% | 15.1% | |
| Max Drawdown | -31.9% | -56.5% | |
| Fund Family | Bitwise | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Mar 20, 2023 | May 15, 2000 |
BITC vs IVV Performance
Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF (BITC) 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 BITC returned +187.19% while IVV returned +23.70%. Year to date, BITC is up 274.59% versus a gain of 13.80% for IVV.
Over three years, BITC compounded at +101.35% per year against +21.49% for IVV. Across the full 3-year window we track, BITC has the edge at +87.37% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BITC has been the more volatile fund, with annualized monthly volatility of 157.2% 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 -31.9% for BITC 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BITC charges 0.90% per year while IVV charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, BITC currently yields 3.38% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, BITC or IVV?
BITC has an expense ratio of 0.90% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, BITC or IVV?
Over the past year BITC returned +187.19% vs +23.70% for IVV, so BITC leads on 1-year performance. Over the longest common window we track (3 years), BITC annualized +87.37% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, BITC or IVV?
BITC has been the more volatile fund at 157.2% annualized versus 15.1% for IVV. Worst drawdown: BITC -31.9% vs IVV -56.5%.
Should I hold both BITC and IVV?
BITC and IVV have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, BITC or IVV?
BITC yields 3.38% while IVV yields 1.09%, so BITC currently pays the higher dividend yield.
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