IVV vs QBF
iShares Core S&P 500 ETF vs Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly
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 | IVV | QBF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $12M | |
| Dividend Yield | 1.09% | 2.01% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.43% | -29.17% | |
| 1Y Return | +22.61% | -45.00% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 28.0% | |
| Max Drawdown | -56.5% | -49.4% | |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 6, 2025 |
IVV vs QBF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +22.61% while QBF returned -45.00%. Year to date, IVV is up 13.43% versus a loss of 29.17% for QBF.
Risk: Volatility and Drawdowns
QBF has been the more volatile fund, with annualized monthly volatility of 28.0% 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 -49.4% for QBF. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while QBF charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.01% for QBF.
Frequently Asked Questions
Which is cheaper, IVV or QBF?
IVV has an expense ratio of 0.03% while QBF charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or QBF?
Over the past year IVV returned +22.61% vs -45.00% for QBF, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs -28.07% for QBF. Past performance does not guarantee future results.
Which is riskier, IVV or QBF?
QBF has been the more volatile fund at 28.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QBF -49.4%.
Should I hold both IVV and QBF?
IVV and QBF have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or QBF?
IVV yields 1.09% while QBF yields 2.01%, so QBF currently pays the higher dividend yield.
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