BLOX vs IVV
Nicholas Crypto Income ETF vs iShares Core S&P 500 ETF
Which is better, BLOX or IVV?
Multicurrency against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 75.8%.
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
| Metric | BLOX | IVV |
|---|---|---|
| Expense Ratio | 0.99% | 0.03%Best |
| AUM | $283M | $876.4B |
| Dividend Yield | 47.69% | 1.06% |
| Holdings | 77 | 508 |
| YTD Return | +4.99% | +14.14%Best |
| 1Y Return | -9.42% | +17.30%Best |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 46.8% | 11.8%Best |
| Max Drawdown | -47.1% | -8.9%Best |
| $10,000 over 1.3 years | $12,313 | $13,268Best |
| Top 10 Weight | 75.8% | 37.8%Best |
| Fund Family | XFunds | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multicurrency | Large Cap Blend |
| Inception | Jun 17, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 17, 2025 to Sep 22, 2026 (1.3 years).
BLOX 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 1.3 years both funds cover.
BLOX vs IVV Performance
Nicholas Crypto Income ETF (BLOX) is an ETF from XFunds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BLOX returned -9.42% while IVV returned +17.30%. Year to date, BLOX is up 4.99% versus a gain of 14.14% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLOX has been the more volatile fund, with annualized monthly volatility of 46.8% compared with 11.8% 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 -47.1% for BLOX and -8.9% 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLOX charges 0.99% per year while IVV charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, BLOX currently yields 47.69% against 1.06% for IVV.
Holdings Overlap
9.3% of BLOX's money is in holdings IVV also owns. 8.3% of IVV's money is in holdings BLOX also owns.
BLOX and IVV share little of their money.
3 positions in common, counted across the 20 positions we hold weights for in BLOX and 490 in IVV, against full books of 77 and 508.
What only one of them owns
Our book lists 479 positions for IVV that do not appear in our book for BLOX (90.4% of the fund), and 15 for BLOX that do not appear in IVV (79.0%).
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.
You are not choosing between two funds in isolation.
Whichever of BLOX and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLOX or IVV?
BLOX has an expense ratio of 0.99% while IVV charges 0.03%. IVV is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, BLOX or IVV?
Over the past year BLOX returned -9.42% vs +17.30% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BLOX annualized +17.36% vs +24.30% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLOX or IVV?
BLOX has been the more volatile fund at 46.8% annualized versus 11.8% for IVV. Worst drawdown: BLOX -47.1% vs IVV -8.9%.
Should I hold both BLOX and IVV?
BLOX and IVV have a monthly-return correlation of 0.78, 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 BLOX and IVV?
9.3% of BLOX's money is in holdings IVV also owns. 8.3% of IVV's is in holdings BLOX also owns. They hold 3 positions in common, counted across the 20 positions we hold weights for in BLOX and 490 in IVV.
Which pays a higher dividend, BLOX or IVV?
BLOX yields 47.69% while IVV yields 1.06%, so BLOX currently pays the higher dividend yield.
Is IVV better than BLOX?
IVV has a lower expense ratio. IVV led over 1Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 75.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.