BTC vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBTCIVVWinner
Expense Ratio0.15%0.03%
AUM$3.8B$865.2B
Dividend Yield0.00%1.09%
Holdings1508
YTD Return-29.37%+13.43%
1Y Return-46.78%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)45.2%15.1%
Max Drawdown-53.3%-56.5%
Fund FamilyGrayscaleiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 31, 2024May 15, 2000

BTC vs IVV Performance

Grayscale Bitcoin Mini Trust ETF (BTC) is a ETF from Grayscale and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTC returned -46.78% while IVV returned +22.61%. Year to date, BTC is down 29.37% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

BTC has been the more volatile fund, with annualized monthly volatility of 45.2% 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 -53.3% for BTC 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTC charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, BTC currently yields 0.00% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, BTC or IVV?

BTC has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, BTC or IVV?

Over the past year BTC returned -46.78% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTC annualized -1.51% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, BTC or IVV?

BTC has been the more volatile fund at 45.2% annualized versus 15.1% for IVV. Worst drawdown: BTC -53.3% vs IVV -56.5%.

Should I hold both BTC and IVV?

BTC and IVV have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BTC or IVV?

BTC yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

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