BKCH vs IVV

BKCH vs IVV

Which is better, BKCH or IVV?

Each has led over a different period.

IVV has a lower expense ratio. BKCH led over 3Y, IVV over 1Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 70.7%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: 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

MetricBKCHIVV
Expense Ratio0.50%0.03%Best
AUM$265M$876.4B
Dividend Yield1.87%1.06%
Holdings36508
YTD Return+12.55%+14.15%Best
1Y Return-5.03%+17.31%Best
3Y Return (annualized)+57.38%Best+23.17%
5Y Return (annualized)-1.22%+13.85%Best
Volatility (annualized)80.2%15.7%Best
Max Drawdown-91.8%-24.5%Best
$10,000 over 5 years$9,405$19,128Best
Top 10 Weight70.7%37.8%Best
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 7, 2021May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Jul 14, 2021 to Sep 21, 2026 (5.2 years).

BKCH 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 5.2 years both funds cover.

BKCH vs IVV Performance

Global X Blockchain ETF (BKCH) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BKCH returned -5.03% while IVV returned +17.31%. Year to date, BKCH is up 12.55% versus a gain of 14.15% for IVV.

Over three years, BKCH compounded at +57.38% per year against +23.17% for IVV; over five years the annualized figures are -1.22% and +13.85% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKCH has been the more volatile fund, with annualized monthly volatility of 80.2% compared with 15.7% 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 -91.8% for BKCH 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKCH charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BKCH currently yields 1.87% against 1.06% for IVV.

Holdings Overlap

BKCH already in IVV13.8%
IVV already in BKCH0.1%

13.8% of BKCH's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings BKCH also owns.

BKCH and IVV share little of their money.

1 positions in common, counted across the 33 positions we hold weights for in BKCH and 490 in IVV, against full books of 36 and 508.

What only one of them owns

Our book lists 481 positions for IVV that do not appear in our book for BKCH (98.6% of the fund), and 21 for BKCH that do not appear in IVV (66.4%).

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.

Top Shared Holdings

StockWeight in BKCHWeight in IVVDifference
COINCoinbase Globa-A13.75%0.06%13.69%

You are not choosing between two funds in isolation.

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

BKCHIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKCH or IVV?

BKCH has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, BKCH or IVV?

Over the past year BKCH returned -5.03% vs +17.31% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BKCH or IVV?

BKCH has been the more volatile fund at 80.2% annualized versus 15.7% for IVV. Worst drawdown: BKCH -91.8% vs IVV -24.5%.

Should I hold both BKCH and IVV?

BKCH and IVV have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BKCH and IVV?

13.8% of BKCH's money is in holdings IVV also owns. 0.1% of IVV's is in holdings BKCH also owns. They hold 1 positions in common, counted across the 33 positions we hold weights for in BKCH and 490 in IVV.

Which pays a higher dividend, BKCH or IVV?

BKCH yields 1.87% while IVV yields 1.06%, so BKCH currently pays the higher dividend yield.

Is IVV better than BKCH?

IVV has a lower expense ratio. BKCH led over 3Y, IVV over 1Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 70.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.