BTA vs IVV

BTA vs IVV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV offers more diversification with 508 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricBTAIVVWinner
Expense Ratio-0.03%
AUM-$907.0B
Dividend Yield-1.10%
Holdings0508
YTD Return-+13.22%
1Y Return-+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)-15.1%
Max Drawdown--56.5%
Fund FamilyBlackRock Long-Term Municipal Advantage TrustiShares by BlackRock (US)
Category-Equity
Inception-May 15, 2000

BTA vs IVV Performance

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

Frequently Asked Questions

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free