BTCI vs IVV
NEOS Bitcoin High Income 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 508 holdings.
Side-by-Side Comparison
| Metric | BTCI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $1.1B | $907.0B | |
| Dividend Yield | 41.21% | 1.10% | |
| Holdings | 9 | 508 | |
| YTD Return | -28.73% | +12.71% | |
| 1Y Return | -42.42% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 42.7% | 15.1% | |
| Max Drawdown | -55.9% | -56.5% | |
| Fund Family | NEOS | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 16, 2024 | May 15, 2000 |
BTCI vs IVV Performance
NEOS Bitcoin High Income ETF (BTCI) is a ETF from NEOS and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTCI returned -42.42% while IVV returned +21.89%. Year to date, BTCI is down 28.73% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
BTCI has been the more volatile fund, with annualized monthly volatility of 42.7% 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 -55.9% for BTCI 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
BTCI 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, BTCI currently yields 41.21% against 1.10% for IVV.
Holdings Overlap
BTCI 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, BTCI or IVV?
BTCI 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, BTCI or IVV?
Over the past year BTCI returned -42.42% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTCI annualized -5.46% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, BTCI or IVV?
BTCI has been the more volatile fund at 42.7% annualized versus 15.1% for IVV. Worst drawdown: BTCI -55.9% vs IVV -56.5%.
Should I hold both BTCI and IVV?
BTCI 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 BTCI and IVV?
BTCI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, BTCI or IVV?
BTCI yields 41.21% while IVV yields 1.10%, so BTCI currently pays the higher dividend yield.
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