BTGD vs IVV
STKd 100% Bitcoin & 100% Gold 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 | BTGD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.03% | |
| AUM | $42M | $865.2B | |
| Dividend Yield | 5.97% | 1.09% | |
| Holdings | 7 | 508 | |
| YTD Return | -37.38% | +14.50% | |
| 1Y Return | -44.36% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 49.4% | 15.1% | |
| Max Drawdown | -58.8% | -56.5% | |
| Fund Family | Quantify Funds | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Oct 15, 2024 | May 15, 2000 |
BTGD vs IVV Performance
STKd 100% Bitcoin & 100% Gold ETF (BTGD) is a ETF from Quantify Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTGD returned -44.36% while IVV returned +22.02%. Year to date, BTGD is down 37.38% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
BTGD has been the more volatile fund, with annualized monthly volatility of 49.4% 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 -58.8% for BTGD 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTGD charges 1.05% per year while IVV charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, BTGD currently yields 5.97% against 1.09% for IVV.
Holdings Overlap
BTGD and IVV share 0 holdings out of 509 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, BTGD or IVV?
BTGD has an expense ratio of 1.05% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, BTGD or IVV?
Over the past year BTGD returned -44.36% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTGD annualized +6.67% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, BTGD or IVV?
BTGD has been the more volatile fund at 49.4% annualized versus 15.1% for IVV. Worst drawdown: BTGD -58.8% vs IVV -56.5%.
Should I hold both BTGD and IVV?
BTGD and IVV have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTGD and IVV?
BTGD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, BTGD or IVV?
BTGD yields 5.97% while IVV yields 1.09%, so BTGD currently pays the higher dividend yield.
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