IMST vs IVV
Bitwise MSTR Option Income 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 505 holdings.
Side-by-Side Comparison
| Metric | IMST | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.03% | |
| AUM | $6M | $865.2B | |
| Dividend Yield | 252.16% | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | -32.44% | +13.43% | |
| 1Y Return | -70.05% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 48.9% | 15.1% | |
| Max Drawdown | -75.6% | -56.5% | |
| Fund Family | Bitwise | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 1, 2025 | May 15, 2000 |
IMST vs IVV Performance
Bitwise MSTR Option Income Strategy ETF (IMST) is a ETF from Bitwise and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IMST returned -70.05% while IVV returned +22.61%. Year to date, IMST is down 32.44% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
IMST has been the more volatile fund, with annualized monthly volatility of 48.9% 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 -75.6% for IMST 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
IMST charges 0.98% per year while IVV charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, IMST currently yields 252.16% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, IMST or IVV?
IMST has an expense ratio of 0.98% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, IMST or IVV?
Over the past year IMST returned -70.05% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IMST annualized -51.17% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, IMST or IVV?
IMST has been the more volatile fund at 48.9% annualized versus 15.1% for IVV. Worst drawdown: IMST -75.6% vs IVV -56.5%.
Should I hold both IMST and IVV?
IMST 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, IMST or IVV?
IMST yields 252.16% while IVV yields 1.09%, so IMST 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.