IVV vs YBTC
iShares Core S&P 500 ETF vs Roundhill Bitcoin Covered Call Strategy ETF
Which is better, IVV or YBTC?
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 | YBTC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $139M |
| Dividend Yield | 1.06% | 69.78% |
| Holdings | 508 | 6 |
| YTD Return | +11.57%Best | -32.12% |
| 1Y Return | +17.57%Best | -47.26% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.1%Best | 35.9% |
| Max Drawdown | -18.8%Best | -52.5% |
| $10,000 over 2.6 years | $16,285Best | $10,728 |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Jan 18, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 18, 2024 to Sep 10, 2026 (2.6 years).
IVV vs YBTC 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 2.6 years both funds cover.
IVV vs YBTC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Roundhill Bitcoin Covered Call Strategy ETF (YBTC) is an ETF from Roundhill Investments. Over the past year IVV returned +17.57% while YBTC returned -47.26%. Year to date, IVV is up 11.57% versus a loss of 32.12% for YBTC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YBTC has been the more volatile fund, with annualized monthly volatility of 35.9% compared with 12.1% 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 -18.8% for IVV and -52.5% for YBTC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
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 1.06% against 69.78% for YBTC.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in YBTC, totalling 100.0% and 5.3% 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 505 positions we hold weights for in IVV and 1 in YBTC, against full books of 508 and 6.
You are not choosing between two funds in isolation.
Whichever of IVV and YBTC 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 YBTC?
IVV has an expense ratio of 0.03% while YBTC charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or YBTC?
Over the past year IVV returned +17.57% vs -47.26% for YBTC, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or YBTC?
YBTC has been the more volatile fund at 35.9% annualized versus 12.1% for IVV. Worst drawdown: IVV -18.8% vs YBTC -52.5%.
Should I hold both IVV and YBTC?
IVV and YBTC have a monthly-return correlation of 0.36, 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 YBTC?
IVV yields 1.06% while YBTC yields 69.78%, so YBTC currently pays the higher dividend yield.
Is YBTC 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.