BTA vs IVV

BTA vs IVV

Which is better, BTA or IVV?

We do not have enough on BTA and IVV to separate them.

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

MetricBTAIVV
Expense Ratio-0.03%
AUM-$886.7B
Dividend Yield-1.10%
Holdings-508
YTD Price Return-+12.10%
1Y Price Return-+17.95%
3Y Price Return (annualized)-+19.54%
5Y Price Return (annualized)-+11.17%
Volatility (annualized)-15.1%
Max Drawdown--56.5%
Fund FamilyBlackRock Long-Term Municipal Advantage TrustiShares by BlackRock (US)
Category-Equity
Style-Large Cap Blend
Inception-May 15, 2000

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for BTA. We have no price series for BTA, so there is nothing to compare it against.

BTA vs IVV Performance

BlackRock Long-Term Municipal Advantage Trust (BTA) is an ETF from BlackRock Long-Term Municipal Advantage Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US).

You are not choosing between two funds in isolation.

Whichever of BTA and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BTAIVV

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Frequently Asked Questions

Is IVV better than BTA?

We hold very little data on BTA and IVV, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.