BTCC 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

MetricBTCCIVVWinner
Expense Ratio0.65%0.03%
AUM$14M$865.2B
Dividend Yield96.32%1.09%
Holdings6508
YTD Return-20.79%+13.43%
1Y Return-38.12%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)29.5%15.1%
Max Drawdown-44.4%-56.5%
Fund FamilyGrayscaleiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionApr 2, 2025May 15, 2000

BTCC vs IVV Performance

Grayscale Bitcoin Covered Call ETF (BTCC) 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 BTCC returned -38.12% while IVV returned +22.61%. Year to date, BTCC is down 20.79% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

BTCC has been the more volatile fund, with annualized monthly volatility of 29.5% 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 -44.4% for BTCC 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTCC charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, BTCC currently yields 96.32% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

BTCC and IVV share 0 holdings out of 506 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, BTCC or IVV?

BTCC has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, BTCC or IVV?

Over the past year BTCC returned -38.12% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BTCC annualized -19.03% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, BTCC or IVV?

BTCC has been the more volatile fund at 29.5% annualized versus 15.1% for IVV. Worst drawdown: BTCC -44.4% vs IVV -56.5%.

Should I hold both BTCC and IVV?

BTCC and IVV have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTCC and IVV?

BTCC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, BTCC or IVV?

BTCC yields 96.32% while IVV yields 1.09%, so BTCC currently pays the higher dividend yield.

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