Compare · 2 funds side by side · dividends reinvested

HBTC and IVV

HBTCFortuna Funds×IVViShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265IVV · best of the two

Story of the two · IncomeMost incomeHBTC · 8.75% · $875 a year on $10k

Story of the two · RiskSmallest drop

HBTC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.1

Listed Funds Trust - Fortuna Hedged Bitcoin ETFThematic Income · A basket1.97%8.75%−20.4%−30.2%[…][…]−33.9%29.6%$727K1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: HBTC 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Listed Funds Trust - Fortuna Hedged Bitcoin ETF · $727K[…]

HBTC

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested

HBTCMeasureIVV

−20.4%

More Ways to See the Pairs

HBTC vs IVV: Top 5 Holdings

Today

HBTC

[…]in top 5

IVV

in top 526.8%

HBTCStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: HBTC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

HBTC1.97%$197

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: HBTC, IVV

1Y

8.75%highest, HBTC

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Year to date

Jan 1 → Nov 13

+11.5%

−30.2%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

1.97%Expense ratio$197 · $3 a year on $10k · lower is better0.03%

8.75%Trailing 12-mo yield$875 · $111 a year on $10k1.11%

−33.9%Worst dropSmaller is better−8.9%

29.6%VolatilityLower is calmer13.8%

HBTCIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

HBTC vs IVV Returns, Every Period

1Y

Fortuna FundsHBTC

−30.2%

past year

IVViShares

+11.6%

past year

HBTCIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: HBTC vs IVV

YTD

Fortuna FundsHBTC

−20.4%

IVViShares

+11.5%

−20.4%Year to date+11.5%

−33.9%Worst drop · 1Y−8.9%

29.6%Volatility · 1Y13.8%

8.7%Yield1.1%

$727KAssets$875B

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

HBTC8.75%$875

IVV1.11%$111

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$678most kept, HBTC

HBTC$875 − $197 = $678

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: HBTC, IVV

Today

[…]holdings […]

HBTCIVV

HBTC—[…]

IVV[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% vol

HBTCWorst drop−33.9%29.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

HBTCIVV

−20.4%Year to date+11.5%

8.7%Yield1.1%

−30.2%Past year+11.6%

1.97%Fee0.03%

3–1IVV wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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HBTC and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two