IVV vs YBIT
iShares Core S&P 500 ETF vs YieldMax Bitcoin Option Income Strategy ETF
Which is better, IVV or YBIT?
Large Cap Blend against Option Writing.
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 | YBIT |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.02% |
| AUM | $876.4B | $46M |
| Dividend Yield | 1.06% | 79.71% |
| Holdings | 508 | 14 |
| YTD Return | +12.27%Best | -15.88% |
| 1Y Return | +17.04%Best | -32.06% |
| 3Y Return (annualized) | +21.24% | - |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 11.8%Best | 36.4% |
| Max Drawdown | -18.8%Best | -47.5% |
| $10,000 over 2.4 years | $15,511Best | $8,430 |
| Fund Family | iShares by BlackRock (US) | YieldMax ETF |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Apr 22, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 23, 2024 to Sep 17, 2026 (2.4 years).
IVV vs YBIT 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 2.4 years both funds cover.
IVV vs YBIT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and YieldMax Bitcoin Option Income Strategy ETF (YBIT) is an ETF from YieldMax ETF. Over the past year IVV returned +17.04% while YBIT returned -32.06%. Year to date, IVV is up 12.27% versus a loss of 15.88% for YBIT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YBIT has been the more volatile fund, with annualized monthly volatility of 36.4% compared with 11.8% 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 -18.8% for IVV and -47.5% for YBIT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while YBIT charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 79.71% for YBIT.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in YBIT, totalling 99.3% and 14.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 2 in YBIT, against full books of 508 and 14.
You are not choosing between two funds in isolation.
Whichever of IVV and YBIT 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 YBIT?
IVV has an expense ratio of 0.03% while YBIT charges 1.02%. IVV is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, IVV or YBIT?
Over the past year IVV returned +17.04% vs -32.06% for YBIT, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +20.07% vs -6.87% for YBIT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or YBIT?
YBIT has been the more volatile fund at 36.4% annualized versus 11.8% for IVV. Worst drawdown: IVV -18.8% vs YBIT -47.5%.
Should I hold both IVV and YBIT?
IVV and YBIT have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or YBIT?
IVV yields 1.06% while YBIT yields 79.71%, so YBIT currently pays the higher dividend yield.
Is YBIT 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.