BTX vs IVV
BlackRock Technology and Private Equity Term Trust vs iShares Core S&P 500 ETF
Which is better, BTX or IVV?
Mid Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. BTX led over 1Y, IVV over 3Y, 5Y 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 | BTX | IVV |
|---|---|---|
| Expense Ratio | 1.35% | 0.03%Best |
| AUM | $1.1B | $876.4B |
| Dividend Yield | 6.62% | 1.06% |
| Holdings | 82 | 508 |
| YTD Return | +41.49%Best | +12.24% |
| 1Y Return | +37.68%Best | +18.61% |
| 3Y Return (annualized) | +19.24% | +20.98%Best |
| 5Y Return (annualized) | -5.03% | +12.76%Best |
| Volatility (annualized) | 27.8% | 15.3%Best |
| Max Drawdown | -67.3% | -24.5%Best |
| $10,000 over 5 years | $7,726 | $18,230Best |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Mar 26, 2021 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 26, 2021 to Sep 9, 2026 (5.5 years).
BTX 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 5.5 years both funds cover.
BTX vs IVV Performance
BlackRock Technology and Private Equity Term Trust (BTX) is an ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BTX returned +37.68% while IVV returned +18.61%. Year to date, BTX is up 41.49% versus a gain of 12.24% for IVV.
Over three years, BTX compounded at +19.24% per year against +20.98% for IVV; over five years the annualized figures are -5.03% and +12.76% respectively. Across the full 6-year window we track, IVV has the edge at +14.31% annualized vs -4.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BTX has been the more volatile fund, with annualized monthly volatility of 27.8% compared with 15.3% 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 -67.3% for BTX and -24.5% 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BTX charges 1.35% per year while IVV charges 0.03%. On a $10,000 position that is $135 vs $3 annually, a gap of $132 per year that compounds over a long holding period. On income, BTX currently yields 6.62% against 1.06% for IVV.
Holdings Overlap
At least 13.6% of IVV's money is in holdings BTX also owns.
Stated as a floor: for BTX, our book for it covers 68.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BTX share little of their money.
The two holdings books were reported 217 days apart, BTX as of Dec 31, 2025 and IVV as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.
13 positions in common, counted across the 57 positions we hold weights for in BTX and 505 in IVV, against full books of 82 and 508.
Top Shared Holdings
| Stock | Weight in BTX | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.47% | 7.98% | 0.49% |
| LITELumentum Holdings Inc | 4.00% | 0.10% | 3.90% |
| TSLATesla Motors Inc | 1.50% | 1.36% | 0.14% |
| MUMicron Technology, Inc. | 0.70% | 1.51% | 0.81% |
| APPAppLovin Corp. Com Cl A | 1.92% | 0.17% | 1.75% |
| KLACKla-tencor | 1.57% | 0.38% | 1.19% |
| AMDAdvanced Micro Devices Inc | 0.73% | 1.18% | 0.45% |
| MPWRMonolithic Power Systems Inc | 1.61% | 0.10% | 1.51% |
| PLTRPalantir Technologies Inc | 1.13% | 0.55% | 0.58% |
| TTWOTake-Two Interactive Software, Inc. | 1.58% | 0.06% | 1.52% |
You are not choosing between two funds in isolation.
Whichever of BTX 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, BTX or IVV?
BTX has an expense ratio of 1.35% while IVV charges 0.03%. IVV is the cheaper option, by $132 a year on a $10,000 investment.
Which performed better, BTX or IVV?
Over the past year BTX returned +37.68% vs +18.61% for IVV, so BTX leads on 1-year performance. Over the longest common window we track (6 years), BTX annualized -4.59% vs +14.31% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BTX or IVV?
BTX has been the more volatile fund at 27.8% annualized versus 15.3% for IVV. Worst drawdown: BTX -67.3% vs IVV -24.5%.
Should I hold both BTX and IVV?
BTX and IVV have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BTX and IVV?
At least 13.6% of IVV's money is in holdings BTX also owns. Our book for BTX is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 57 positions we hold weights for in BTX and 505 in IVV.
Which pays a higher dividend, BTX or IVV?
BTX yields 6.62% while IVV yields 1.06%, so BTX currently pays the higher dividend yield.
Is IVV better than BTX?
IVV has a lower expense ratio. BTX led over 1Y, IVV over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.