IVV vs OWNB
iShares Core S&P 500 ETF vs Bitwise Bitcoin Standard Corporations ETF
Which is better, IVV or OWNB?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y 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 | IVV | OWNB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $886.7B | $17M |
| Dividend Yield | 1.10% | 1.10% |
| Holdings | 508 | 26 |
| YTD Return | +13.39%Best | -5.01% |
| 1Y Return | +20.08%Best | -22.21% |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 11.9%Best | 52.0% |
| Max Drawdown | -13.7%Best | -59.5% |
| $10,000 over 1.5 years | $14,159Best | $9,737 |
| Fund Family | iShares by BlackRock (US) | Bitwise |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Mar 10, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 11, 2025 to Sep 4, 2026 (1.5 years).
IVV vs OWNB 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 1.5 years both funds cover.
IVV vs OWNB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Bitwise Bitcoin Standard Corporations ETF (OWNB) is an ETF from Bitwise. Over the past year IVV returned +20.08% while OWNB returned -22.21%. Year to date, IVV is up 13.39% versus a loss of 5.01% for OWNB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OWNB has been the more volatile fund, with annualized monthly volatility of 52.0% compared with 11.9% 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 -13.7% for IVV and -59.5% for OWNB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OWNB charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.10% for OWNB.
Holdings Overlap
At least 1.5% of IVV's money is in holdings OWNB also owns.
Stated as a floor: for OWNB, our book for it covers 93.6% 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 OWNB share little of their money.
3 positions in common, counted across the 505 positions we hold weights for in IVV and 25 in OWNB, against full books of 508 and 26.
You are not choosing between two funds in isolation.
Whichever of IVV and OWNB 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, IVV or OWNB?
IVV has an expense ratio of 0.03% while OWNB charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, IVV or OWNB?
Over the past year IVV returned +20.08% vs -22.21% for OWNB, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +26.09% vs -1.76% for OWNB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OWNB?
OWNB has been the more volatile fund at 52.0% annualized versus 11.9% for IVV. Worst drawdown: IVV -13.7% vs OWNB -59.5%.
Should I hold both IVV and OWNB?
IVV and OWNB have a monthly-return correlation of 0.72, 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 IVV and OWNB?
At least 1.5% of IVV's money is in holdings OWNB also owns. Our book for OWNB is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 505 positions we hold weights for in IVV and 25 in OWNB.
Which pays a higher dividend, IVV or OWNB?
IVV yields 1.10% while OWNB yields 1.10%, so OWNB currently pays the higher dividend yield.
Is OWNB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.