IVV vs OWNB
iShares Core S&P 500 ETF vs Bitwise Bitcoin Standard Corporations ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | OWNB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $865.2B | $14M | |
| Dividend Yield | 1.09% | 1.02% | |
| Holdings | 508 | 30 | |
| YTD Return | +14.50% | -25.99% | |
| 1Y Return | +22.02% | -45.74% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 49.7% | |
| Max Drawdown | -56.5% | -59.5% | |
| Fund Family | iShares by BlackRock (US) | Bitwise | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 10, 2025 |
IVV vs OWNB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Bitwise Bitcoin Standard Corporations ETF (OWNB) is a ETF from Bitwise. Over the past year IVV returned +22.02% while OWNB returned -45.74%. Year to date, IVV is up 14.50% versus a loss of 25.99% for OWNB.
Risk: Volatility and Drawdowns
OWNB has been the more volatile fund, with annualized monthly volatility of 49.7% 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 -56.5% for IVV and -59.5% for OWNB. 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 0.76. 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 1.09% against 1.02% for OWNB.
Holdings Overlap
IVV and OWNB share 3 holdings out of 528 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or OWNB?
Over the past year IVV returned +22.02% vs -45.74% for OWNB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs -17.62% for OWNB. Past performance does not guarantee future results.
Which is riskier, IVV or OWNB?
OWNB has been the more volatile fund at 49.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs OWNB -59.5%.
Should I hold both IVV and OWNB?
IVV and OWNB have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and OWNB?
IVV and OWNB share 3 common holdings with a 1.4% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IVV or OWNB?
IVV yields 1.09% while OWNB yields 1.02%, so IVV currently pays the higher dividend yield.
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