AFRU vs IVV
T-REX 2X Long AFRM Daily Target 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 | AFRU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.03% | |
| AUM | $2M | $886.7B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 3 | 508 | |
| YTD Return | -31.11% | +12.64% | |
| 1Y Return | -60.76% | +20.92% | |
| 3Y Return (annualized) | - | +21.07% | |
| 5Y Return (annualized) | - | +12.62% | |
| Volatility (annualized) | 119.1% | 15.1% | |
| Max Drawdown | -84.4% | -56.5% | |
| Fund Family | REX Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 16, 2025 | May 15, 2000 |
AFRU vs IVV Performance
T-REX 2X Long AFRM Daily Target ETF (AFRU) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AFRU returned -60.76% while IVV returned +20.92%. Year to date, AFRU is down 31.11% versus a gain of 12.64% for IVV.
Risk: Volatility and Drawdowns
AFRU has been the more volatile fund, with annualized monthly volatility of 119.1% 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 -84.4% for AFRU 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AFRU charges 1.50% per year while IVV charges 0.03%. On a $10,000 position that is $150 vs $3 annually, a gap of $147 per year that compounds over a long holding period. On income, AFRU currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
AFRU 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, AFRU or IVV?
AFRU has an expense ratio of 1.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $147 per year of difference.
Which performed better, AFRU or IVV?
Over the past year AFRU returned -60.76% vs +20.92% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, AFRU or IVV?
AFRU has been the more volatile fund at 119.1% annualized versus 15.1% for IVV. Worst drawdown: AFRU -84.4% vs IVV -56.5%.
Should I hold both AFRU and IVV?
AFRU and IVV have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AFRU and IVV?
AFRU and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AFRU or IVV?
AFRU yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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