Which returned more over the last year, IBIT or SDY?

In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SDY returned +10.6%, so SDY returned more.

Which is cheaper, IBIT or SDY?

IBIT charges 0.25% a year and SDY charges 0.35%, so IBIT is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

IBIT vs SDY: how they differ

IBIT and SDY hold 0% of their weight in the same names, and SDY returned more over the year.

iShares Bitcoin Trust ETF and State Street SPDR S&P Dividend ETF.

What they hold in common

By the books each fund has filed, IBIT and SDY hold 0% of their money in the same securities at the same weight.

Only in each
Only in IBIT	Only in SDY
BITCOIN 100.00%	VERIZON COMMUNICATIONS INC 3.24%
USD CASH 0.00%	ACCENTURE PLC CL A 3.03%
	CHEVRON CORP 2.08%
	REALTY INCOME CORP 2.04%
	PEPSICO INC 1.87%
	MEDTRONIC PLC 1.85%
	TARGET CORP 1.79%
	AUTOMATIC DATA PROCESSING 1.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.

IBIT and SDY on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	IBIT iShares Bitcoin Trust ETF	SDY State Street SPDR S&P Dividend ETF
Where it sits	Core fund	Core fund
Issuer	iShares	State Street
What it is	Holds bitcoin	Tracks the S&P Dividend
Total return, 1 year	−31.1%	+10.6%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	−47.6 pts	−5.9 pts
Expense ratio	0.25%	0.35%
Holdings	2	158
Net assets	$63.7bn	$21.0bn

IBIT in plain words

IBIT holds bitcoin. Over the year to Sep 18, 2026 it returned −31.1% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.5% below its high of Oct 6, 2025 on Sep 18, 2026.

SDY in plain words

SDY tracks the S&P Dividend. Over the year to Sep 18, 2026 it returned +10.6% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Sep 18, 2026, 85% of the fund by weight is stocks the S&P 500 also holds, across 158 positions, with the top ten at 20.4%. It sat 5.3% below its high of Aug 24, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, IBIT or SDY?: In the year to Sep 21, 2026, with distributions reinvested, IBIT returned −31.1% and SDY returned +10.6%, so SDY returned more.
Which is cheaper, IBIT or SDY?: IBIT charges 0.25% a year and SDY charges 0.35%, so IBIT is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IBIT against SDY, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IBIT against SDY, data as of Sep 21, 2026. https://etfiq.com/compare/any/ibit-vs-sdy Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources