PortfoliosLab logoPortfoliosLab logo
ETHB vs. IVV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ETHB vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Staked Ethereum Trust ETF (ETHB) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


ETHB

1D
-3.07%
1M
9.94%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

IVV

1D
0.69%
1M
0.25%
6M
8.53%
YTD
10.13%
1Y
21.55%
3Y*
19.40%
5Y*
12.82%
10Y*
15.11%
ALL TIME*
8.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$8.62M$8.86M$9.94M
$3.36B$3.31B$5.91B

ETHB vs. IVV - Yearly Performance Comparison


Correlation

The correlation between ETHB and IVV is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 12, 2026

0.55

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ETHB vs. IVV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

ETHB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IVV
IVV Risk / Return Rank: 6767
Overall Rank
IVV Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 6464
Sortino Ratio Rank
IVV Omega Ratio Rank: 6565
Omega Ratio Rank
IVV Calmar Ratio Rank: 6464
Calmar Ratio Rank
IVV Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

ETHB vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Staked Ethereum Trust ETF (ETHB) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ETHBIVVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.21

Martin ratioReturn relative to average drawdown

9.43

ETHB vs. IVV - Sharpe Ratio Comparison


Loading charts...

Drawdowns

ETHB vs. IVV - Drawdown Comparison

The maximum ETHB drawdown since its inception was -35.92%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ETHB and IVV.


Loading charts...

Drawdown Indicators


ETHBIVVDifference

Max Drawdown

Largest peak-to-trough decline

-35.92%

-55.25%

+19.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.89%

Max Drawdown (3Y)

Largest decline over 3 years

-18.75%

Max Drawdown (5Y)

Largest decline over 5 years

-24.53%

Max Drawdown (10Y)

Largest decline over 10 years

-33.90%

Current Drawdown

Current decline from peak

-23.07%

-1.41%

-21.66%

Average Drawdown

Average peak-to-trough decline

-15.76%

-10.72%

-5.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

Volatility

ETHB vs. IVV - Volatility Comparison


Loading charts...

Volatility by Period


ETHBIVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.52%

Volatility (6M)

Calculated over the trailing 6-month period

10.18%

Volatility (1Y)

Calculated over the trailing 1-year period

52.40%

12.89%

+39.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.40%

17.01%

+35.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

52.40%

18.06%

+34.34%

ETHB vs. IVV - Expense Ratio Comparison

ETHB has a 0.25% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ETHB vs. IVV - Dividend Comparison

ETHB's dividend yield for the trailing twelve months is around 0.20%, less than IVV's 1.09% yield.


PositionTTM20252024202320222021202020192018201720162015
ETHB
iShares Staked Ethereum Trust ETF
0.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IVV
iShares Core S&P 500 ETF
1.09%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%

Frequently Asked Questions


ETHB and IVV have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IVV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IVV is cheaper with a 0.03% expense ratio, compared with 0.25% for ETHB.

IVV has the higher dividend yield at 1.09%, compared with 0.20% for ETHB.

ETHB is categorized as Cryptocurrency, while IVV is S&P 500. ETHB tracks CME CF Ether Dollar Reference Rate - New York Variant, while IVV tracks S&P 500 Index. Their fees differ too: 0.25% for ETHB and 0.03% for IVV.

Portfolio Optimizer

Find the right allocation for ETHB and IVV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer