IVV vs YBTC
iShares Core S&P 500 ETF vs Roundhill Bitcoin Covered Call Strategy 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 | YBTC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $907.0B | $138M | |
| Dividend Yield | 1.10% | 81.65% | |
| Holdings | 508 | 6 | |
| YTD Return | +12.28% | -31.86% | |
| 1Y Return | +20.94% | -46.81% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 36.3% | |
| Max Drawdown | -56.5% | -52.5% | |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 18, 2024 |
IVV vs YBTC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC) is a ETF from Roundhill Investments. Over the past year IVV returned +20.94% while YBTC returned -46.81%. Year to date, IVV is up 12.28% versus a loss of 31.86% for YBTC.
Risk: Volatility and Drawdowns
YBTC has been the more volatile fund, with annualized monthly volatility of 36.3% 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 -52.5% for YBTC. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while YBTC charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 81.65% for YBTC.
Frequently Asked Questions
Which is cheaper, IVV or YBTC?
IVV has an expense ratio of 0.03% while YBTC charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or YBTC?
Over the past year IVV returned +20.94% vs -46.81% for YBTC, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +6.98% vs +2.96% for YBTC. Past performance does not guarantee future results.
Which is riskier, IVV or YBTC?
YBTC has been the more volatile fund at 36.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YBTC -52.5%.
Should I hold both IVV and YBTC?
IVV and YBTC have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or YBTC?
IVV yields 1.10% while YBTC yields 81.65%, so YBTC currently pays the higher dividend yield.
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