ETHE 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

MetricETHEIVVWinner
Expense Ratio2.50%0.03%
AUM$1.5B$865.2B
Dividend Yield1.50%1.09%
Holdings1508
YTD Return-40.16%+14.50%
1Y Return-60.89%+22.02%
3Y Return (annualized)+14.87%+21.80%
5Y Return (annualized)-10.79%+13.37%
Volatility (annualized)112.7%15.1%
Max Drawdown-96.3%-56.5%
Fund FamilyGrayscaleiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionDec 14, 2017May 15, 2000

ETHE vs IVV Performance

Grayscale Ethereum Staking ETF (ETHE) is a ETF from Grayscale and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ETHE returned -60.89% while IVV returned +22.02%. Year to date, ETHE is down 40.16% versus a gain of 14.50% for IVV.

Over three years, ETHE compounded at +14.87% per year against +21.80% for IVV; over five years the annualized figures are -10.79% and +13.37% respectively. Across the full 7-year window we track, IVV has the edge at +7.07% annualized vs -8.83%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ETHE has been the more volatile fund, with annualized monthly volatility of 112.7% 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 -96.3% for ETHE 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETHE charges 2.50% per year while IVV charges 0.03%. On a $10,000 position that is $250 vs $3 annually, a gap of $247 per year that compounds over a long holding period. On income, ETHE currently yields 1.50% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, ETHE or IVV?

ETHE has an expense ratio of 2.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $247 per year of difference.

Which performed better, ETHE or IVV?

Over the past year ETHE returned -60.89% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), ETHE annualized -8.83% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, ETHE or IVV?

ETHE has been the more volatile fund at 112.7% annualized versus 15.1% for IVV. Worst drawdown: ETHE -96.3% vs IVV -56.5%.

Should I hold both ETHE and IVV?

ETHE and IVV have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETHE or IVV?

ETHE yields 1.50% while IVV yields 1.09%, so ETHE currently pays the higher dividend yield.

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