BKCH vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBKCHIVVWinner
Expense Ratio0.50%0.03%
AUM$219M$865.2B
Dividend Yield1.62%1.09%
Holdings37508
YTD Return-10.26%+13.43%
1Y Return+14.67%+22.61%
3Y Return (annualized)+30.25%+21.47%
5Y Return (annualized)-8.89%+13.26%
Volatility (annualized)80.7%15.1%
Max Drawdown-91.8%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 7, 2021May 15, 2000

BKCH vs IVV Performance

Global X Blockchain ETF (BKCH) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BKCH returned +14.67% while IVV returned +22.61%. Year to date, BKCH is down 10.26% versus a gain of 13.43% for IVV.

Over three years, BKCH compounded at +30.25% per year against +21.47% for IVV; over five years the annualized figures are -8.89% and +13.26% respectively. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs -4.12%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKCH has been the more volatile fund, with annualized monthly volatility of 80.7% 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 -91.8% for BKCH 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 0.70. 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 1.62% against 1.09% for IVV.

Holdings Overlap

0.2%overlap

BKCH and IVV share 2 holdings out of 529 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKCHWeight in IVVDifference
FLEX2.67%0.07%2.60%
TEL1.05%0.09%0.96%

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. On a $10,000 investment, that is $47 per year of difference.

Which performed better, BKCH or IVV?

Over the past year BKCH returned +14.67% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), BKCH annualized -4.12% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, BKCH or IVV?

BKCH has been the more volatile fund at 80.7% annualized versus 15.1% for IVV. Worst drawdown: BKCH -91.8% vs IVV -56.5%.

Should I hold both BKCH and IVV?

BKCH and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKCH and IVV?

BKCH and IVV share 2 common holdings with a 0.2% weight overlap. Combined, they hold 529 unique securities.

Which pays a higher dividend, BKCH or IVV?

BKCH yields 1.62% while IVV yields 1.09%, so BKCH currently pays the higher dividend yield.

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