BTRN vs IVV
Global X Bitcoin Trend Strategy 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 | BTRN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $1M | $865.2B | |
| Dividend Yield | 31.41% | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | -10.06% | +14.50% | |
| 1Y Return | -25.12% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 33.3% | 15.1% | |
| Max Drawdown | -37.0% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Mar 20, 2024 | May 15, 2000 |
BTRN vs IVV Performance
Global X Bitcoin Trend Strategy ETF (BTRN) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BTRN returned -25.12% while IVV returned +22.02%. Year to date, BTRN is down 10.06% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
BTRN has been the more volatile fund, with annualized monthly volatility of 33.3% 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 -37.0% for BTRN 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BTRN 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, BTRN currently yields 31.41% against 1.09% for IVV.
Holdings Overlap
BTRN 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, BTRN or IVV?
BTRN 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, BTRN or IVV?
Over the past year BTRN returned -25.12% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), BTRN annualized -0.30% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, BTRN or IVV?
BTRN has been the more volatile fund at 33.3% annualized versus 15.1% for IVV. Worst drawdown: BTRN -37.0% vs IVV -56.5%.
Should I hold both BTRN and IVV?
BTRN and IVV have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BTRN and IVV?
BTRN and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BTRN or IVV?
BTRN yields 31.41% while IVV yields 1.09%, so BTRN currently pays the higher dividend yield.
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