BTCL vs IVV
T-Rex 2X Long Bitcoin Daily Target ETF vs iShares Core S&P 500 ETF
Which is better, BTCL or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | BTCL | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $35M | $876.4B |
| Dividend Yield | 2.68% | 1.06% |
| Holdings | 4 | 508 |
| YTD Return | -37.36% | +12.39%Best |
| 1Y Return | -68.24% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 97.4% | 12.2%Best |
| Max Drawdown | -84.3% | -18.8%Best |
| $10,000 over 2.2 years | $8,065 | $13,967Best |
| Fund Family | REX Shares | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Jul 10, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 10, 2024 to Sep 18, 2026 (2.2 years).
BTCL vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
BTCL vs IVV Performance
T-Rex 2X Long Bitcoin Daily Target ETF (BTCL) is an ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BTCL returned -68.24% while IVV returned +16.61%. Year to date, BTCL is down 37.36% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTCL has been the more volatile fund, with annualized monthly volatility of 97.4% compared with 12.2% 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 -84.3% for BTCL and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTCL charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, BTCL currently yields 2.68% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 1 holding in BTCL and 490 in IVV, totalling 9.7% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in BTCL and 490 in IVV, against full books of 4 and 508.
You are not choosing between two funds in isolation.
Whichever of BTCL and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTCL or IVV?
BTCL has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, BTCL or IVV?
Over the past year BTCL returned -68.24% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTCL annualized -9.31% vs +16.40% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTCL or IVV?
BTCL has been the more volatile fund at 97.4% annualized versus 12.2% for IVV. Worst drawdown: BTCL -84.3% vs IVV -18.8%.
Should I hold both BTCL and IVV?
BTCL and IVV have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BTCL or IVV?
BTCL yields 2.68% while IVV yields 1.06%, so BTCL currently pays the higher dividend yield.
Is IVV better than BTCL?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.