IBIT vs IVV
iShares Bitcoin Trust 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 505 holdings.
Side-by-Side Comparison
| Metric | IBIT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $47.7B | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 2 | 508 | |
| YTD Return | -29.56% | +14.50% | |
| 1Y Return | -48.63% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 52.8% | 15.1% | |
| Max Drawdown | -53.3% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 5, 2024 | May 15, 2000 |
IBIT vs IVV Performance
iShares Bitcoin Trust ETF (IBIT) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IBIT returned -48.63% while IVV returned +22.02%. Year to date, IBIT is down 29.56% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
IBIT has been the more volatile fund, with annualized monthly volatility of 52.8% 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 -53.3% for IBIT 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
IBIT 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, IBIT currently yields 0.00% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, IBIT or IVV?
IBIT 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, IBIT or IVV?
Over the past year IBIT returned -48.63% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IBIT annualized +12.21% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, IBIT or IVV?
IBIT has been the more volatile fund at 52.8% annualized versus 15.1% for IVV. Worst drawdown: IBIT -53.3% vs IVV -56.5%.
Should I hold both IBIT and IVV?
IBIT 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, IBIT or IVV?
IBIT yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.