ADBG vs IVV
Leverage Shares 2X Long ADBE Daily ETF vs iShares Core S&P 500 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 | ADBG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.03% | |
| AUM | $38M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | -44.97% | +12.71% | |
| 1Y Return | -54.57% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 71.9% | 15.1% | |
| Max Drawdown | -84.1% | -56.5% | |
| Fund Family | Leverage Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Mar 21, 2025 | May 15, 2000 |
ADBG vs IVV Performance
Leverage Shares 2X Long ADBE Daily ETF (ADBG) is a ETF from Leverage Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ADBG returned -54.57% while IVV returned +21.89%. Year to date, ADBG is down 44.97% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
ADBG has been the more volatile fund, with annualized monthly volatility of 71.9% 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 -84.1% for ADBG and -56.5% for IVV. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ADBG charges 0.77% per year while IVV charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, ADBG currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
ADBG and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ADBG or IVV?
ADBG has an expense ratio of 0.77% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, ADBG or IVV?
Over the past year ADBG returned -54.57% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), ADBG annualized -52.86% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, ADBG or IVV?
ADBG has been the more volatile fund at 71.9% annualized versus 15.1% for IVV. Worst drawdown: ADBG -84.1% vs IVV -56.5%.
Should I hold both ADBG and IVV?
ADBG and IVV have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ADBG and IVV?
ADBG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, ADBG or IVV?
ADBG yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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