BLOK vs IVV

BLOK vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBLOKIVVWinner
Expense Ratio0.70%0.03%
AUM$1.1B$907.0B
Dividend Yield0.82%1.10%
Holdings54508
YTD Return+4.59%+12.28%
1Y Return+8.19%+20.94%
3Y Return (annualized)+43.96%+21.81%
5Y Return (annualized)+8.67%+13.05%
Volatility (annualized)40.1%15.1%
Max Drawdown-73.3%-56.5%
Fund FamilyAmplify ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJan 16, 2018May 15, 2000

BLOK vs IVV Performance

Amplify Blockchain Technology ETF (BLOK) is a ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BLOK returned +8.19% while IVV returned +20.94%. Year to date, BLOK is up 4.59% versus a gain of 12.28% for IVV.

Over three years, BLOK compounded at +43.96% per year against +21.81% for IVV; over five years the annualized figures are +8.67% and +13.05% respectively. Across the full 9-year window we track, BLOK has the edge at +15.91% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BLOK has been the more volatile fund, with annualized monthly volatility of 40.1% 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 -73.3% for BLOK 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BLOK charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, BLOK currently yields 0.82% against 1.10% for IVV.

Holdings Overlap

8.3%overlap

BLOK and IVV share 14 holdings out of 543 unique holdings combined, representing a 8.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BLOKWeight in IVVDifference
NVDA1.98%7.76%5.78%
AVGO2.34%2.83%0.49%
AMD3.07%1.37%1.70%
HOODProProPro
DELLProProPro
IBMProProPro
BLKProProPro
SQProProPro
COINProProPro
PYPLProProPro
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Frequently Asked Questions

Which is cheaper, BLOK or IVV?

BLOK has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, BLOK or IVV?

Over the past year BLOK returned +8.19% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), BLOK annualized +15.91% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, BLOK or IVV?

BLOK has been the more volatile fund at 40.1% annualized versus 15.1% for IVV. Worst drawdown: BLOK -73.3% vs IVV -56.5%.

Should I hold both BLOK and IVV?

BLOK and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BLOK and IVV?

BLOK and IVV share 14 common holdings with a 8.3% weight overlap. Combined, they hold 543 unique securities.

Which pays a higher dividend, BLOK or IVV?

BLOK yields 0.82% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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