BRKC vs IVV
YieldMax BRK.B Option Income Strategy 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 | BRKC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $11M | $865.2B | |
| Dividend Yield | 18.68% | 1.09% | |
| Holdings | 10 | 508 | |
| YTD Return | +1.44% | +13.72% | |
| 1Y Return | +2.28% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 11.2% | 15.1% | |
| Max Drawdown | -7.7% | -56.5% | |
| Fund Family | YieldMax ETF | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 4, 2025 | May 15, 2000 |
BRKC vs IVV Performance
YieldMax BRK.B Option Income Strategy ETF (BRKC) is a ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BRKC returned +2.28% while IVV returned +21.64%. Year to date, BRKC is up 1.44% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.2% for BRKC. 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 -7.7% for BRKC 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKC 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, BRKC currently yields 18.68% against 1.09% for IVV.
Holdings Overlap
BRKC and IVV share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRKC or IVV?
BRKC 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, BRKC or IVV?
Over the past year BRKC returned +2.28% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BRKC annualized -0.04% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BRKC or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.2% for BRKC. Worst drawdown: BRKC -7.7% vs IVV -56.5%.
Should I hold both BRKC and IVV?
BRKC and IVV have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKC and IVV?
BRKC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, BRKC or IVV?
BRKC yields 18.68% while IVV yields 1.09%, so BRKC currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.