BTCL vs IVV
T-Rex 2X Long Bitcoin Daily Target 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 | BTCL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $25M | $907.0B | |
| Dividend Yield | 4.11% | 1.10% | |
| Holdings | 4 | 508 | |
| YTD Return | -42.45% | +12.71% | |
| 1Y Return | -68.61% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 97.8% | 15.1% | |
| Max Drawdown | -84.3% | -56.5% | |
| Fund Family | REX Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2024 | May 15, 2000 |
BTCL vs IVV Performance
T-Rex 2X Long Bitcoin Daily Target ETF (BTCL) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTCL returned -68.61% while IVV returned +21.89%. Year to date, BTCL is down 42.45% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
BTCL has been the more volatile fund, with annualized monthly volatility of 97.8% 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 -84.3% for BTCL 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
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 4.11% against 1.10% for IVV.
Holdings Overlap
BTCL 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, BTCL or IVV?
BTCL has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, BTCL or IVV?
Over the past year BTCL returned -68.61% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTCL annualized -13.18% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, BTCL or IVV?
BTCL has been the more volatile fund at 97.8% annualized versus 15.1% for IVV. Worst drawdown: BTCL -84.3% vs IVV -56.5%.
Should I hold both BTCL and IVV?
BTCL and IVV have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTCL and IVV?
BTCL and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BTCL or IVV?
BTCL yields 4.11% while IVV yields 1.10%, so BTCL currently pays the higher dividend yield.
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