BITI vs IVV

Quick Verdict

IVV has a lower expense ratio. BITI delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: BITIMore Diversified: IVV

Side-by-Side Comparison

MetricBITIIVVWinner
Expense Ratio1.01%0.03%
AUM$120M$865.2B
Dividend Yield8.63%1.09%
Holdings3508
YTD Return+19.85%+13.80%
1Y Return+51.60%+23.70%
3Y Return (annualized)-33.25%+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)46.9%15.1%
Max Drawdown-92.2%-56.5%
Fund FamilyProSharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJun 21, 2022May 15, 2000

BITI vs IVV Performance

ProShares Short Bitcoin ETF (BITI) is a ETF from ProShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BITI returned +51.60% while IVV returned +23.70%. Year to date, BITI is up 19.85% versus a gain of 13.80% for IVV.

Over three years, BITI compounded at -33.25% per year against +21.49% for IVV. Across the full 4-year window we track, IVV has the edge at +7.05% annualized vs -37.38%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BITI has been the more volatile fund, with annualized monthly volatility of 46.9% 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 -92.2% for BITI 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 -0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BITI charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, BITI currently yields 8.63% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

BITI 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, BITI or IVV?

BITI has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, BITI or IVV?

Over the past year BITI returned +51.60% vs +23.70% for IVV, so BITI leads on 1-year performance. Over the longest common window we track (4 years), BITI annualized -37.38% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, BITI or IVV?

BITI has been the more volatile fund at 46.9% annualized versus 15.1% for IVV. Worst drawdown: BITI -92.2% vs IVV -56.5%.

Should I hold both BITI and IVV?

BITI and IVV have a monthly-return correlation of -0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BITI and IVV?

BITI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BITI or IVV?

BITI yields 8.63% while IVV yields 1.09%, so BITI currently pays the higher dividend yield.

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