BLOX vs IVV
Nicholas Crypto Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BLOX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $282M | $865.2B | |
| Dividend Yield | 44.28% | 1.09% | |
| Holdings | 77 | 508 | |
| YTD Return | -14.43% | +13.43% | |
| 1Y Return | -18.11% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 47.0% | 15.1% | |
| Max Drawdown | -47.1% | -56.5% | |
| Fund Family | XFunds | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 17, 2025 | May 15, 2000 |
BLOX vs IVV Performance
Nicholas Crypto Income ETF (BLOX) is a ETF from XFunds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BLOX returned -18.11% while IVV returned +22.61%. Year to date, BLOX is down 14.43% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
BLOX has been the more volatile fund, with annualized monthly volatility of 47.0% 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 -47.1% for BLOX 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 0.80. 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 44.28% against 1.09% for IVV.
Holdings Overlap
BLOX and IVV share 3 holdings out of 520 unique holdings combined, representing a 6.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $96 per year of difference.
Which performed better, BLOX or IVV?
Over the past year BLOX returned -18.11% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BLOX annualized -0.18% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, BLOX or IVV?
BLOX has been the more volatile fund at 47.0% annualized versus 15.1% for IVV. Worst drawdown: BLOX -47.1% vs IVV -56.5%.
Should I hold both BLOX and IVV?
BLOX and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLOX and IVV?
BLOX and IVV share 3 common holdings with a 6.3% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, BLOX or IVV?
BLOX yields 44.28% while IVV yields 1.09%, so BLOX currently pays the higher dividend yield.
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