DEFI vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricDEFIIVVWinner
Expense Ratio0.25%0.03%
AUM$14M$865.2B
Dividend Yield0.00%1.09%
Holdings3508
YTD Return-29.93%+13.72%
1Y Return-47.20%+21.64%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.27%
Volatility (annualized)51.5%15.1%
Max Drawdown-53.2%-56.5%
Fund FamilyHashdexiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionSep 15, 2022May 15, 2000

DEFI vs IVV Performance

Hashdex Bitcoin ETF (DEFI) is a ETF from Hashdex and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DEFI returned -47.20% while IVV returned +21.64%. Year to date, DEFI is down 29.93% versus a gain of 13.72% for IVV.

Risk: Volatility and Drawdowns

DEFI has been the more volatile fund, with annualized monthly volatility of 51.5% 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 -53.2% for DEFI 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DEFI charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, DEFI currently yields 0.00% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, DEFI or IVV?

DEFI has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, DEFI or IVV?

Over the past year DEFI returned -47.20% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), DEFI annualized +13.41% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, DEFI or IVV?

DEFI has been the more volatile fund at 51.5% annualized versus 15.1% for IVV. Worst drawdown: DEFI -53.2% vs IVV -56.5%.

Should I hold both DEFI and IVV?

DEFI and IVV have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, DEFI or IVV?

DEFI yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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