BTGD vs IVV
STKd 100% Bitcoin & 100% Gold ETF vs iShares Core S&P 500 ETF
Which is better, BTGD or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. BTGD led over the full window, IVV over 1Y.
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 | BTGD | IVV |
|---|---|---|
| Expense Ratio | 1.09% | 0.03%Best |
| AUM | $53M | $886.7B |
| Dividend Yield | 5.62% | 1.10% |
| Holdings | 5 | 508 |
| YTD Return | -23.80% | +12.70%Best |
| 1Y Return | -30.62% | +19.36%Best |
| 3Y Return (annualized) | - | +21.16% |
| 5Y Return (annualized) | - | +12.75% |
| Volatility (annualized) | 54.1% | 12.8%Best |
| Max Drawdown | -58.8% | -18.8%Best |
| $10,000 over 1.9 years | $13,700Best | $13,445 |
| Fund Family | Quantify Funds | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Oct 15, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 16, 2024 to Sep 8, 2026 (1.9 years).
BTGD 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 1.9 years both funds cover.
BTGD vs IVV Performance
STKd 100% Bitcoin & 100% Gold ETF (BTGD) is an ETF from Quantify Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BTGD returned -30.62% while IVV returned +19.36%. Year to date, BTGD is down 23.80% versus a gain of 12.70% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTGD has been the more volatile fund, with annualized monthly volatility of 54.1% compared with 12.8% 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 -58.8% for BTGD 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 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTGD charges 1.09% per year while IVV charges 0.03%. On a $10,000 position that is $109 vs $3 annually, a gap of $106 per year that compounds over a long holding period. On income, BTGD currently yields 5.62% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 2 holdings in BTGD and 504 in IVV, totalling 36.4% and 100.0% 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 2 positions we hold weights for in BTGD and 504 in IVV, against full books of 5 and 508.
You are not choosing between two funds in isolation.
Whichever of BTGD 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, BTGD or IVV?
BTGD has an expense ratio of 1.09% while IVV charges 0.03%. IVV is the cheaper option, by $106 a year on a $10,000 investment.
Which performed better, BTGD or IVV?
Over the past year BTGD returned -30.62% vs +19.36% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +18.02% vs +16.86% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTGD or IVV?
BTGD has been the more volatile fund at 54.1% annualized versus 12.8% for IVV. Worst drawdown: BTGD -58.8% vs IVV -18.8%.
Should I hold both BTGD and IVV?
BTGD and IVV have a monthly-return correlation of 0.44, 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, BTGD or IVV?
BTGD yields 5.62% while IVV yields 1.10%, so BTGD currently pays the higher dividend yield.
Is IVV better than BTGD?
IVV has a lower expense ratio. BTGD led over the full window, IVV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.