AIBD vs IVV
Direxion Daily AI and Big Data Bear 2X ETF vs iShares Core S&P 500 ETF
Which is better, AIBD or IVV?
Leverage Strategy against Large Cap Blend.
IVV has a lower expense ratio. AIBD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AIBD | IVV |
|---|---|---|
| Expense Ratio | 1.05% | 0.03%Best |
| AUM | $6M | $886.7B |
| Dividend Yield | 3.41% | 1.10% |
| Holdings | 5 | 508 |
| YTD Return | +529.51%Best | +13.39% |
| 1Y Return | +457.53%Best | +20.08% |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 615.6% | 11.7%Best |
| Max Drawdown | -82.3% | -18.8%Best |
| $10,000 over 2.3 years | $21,313Best | $14,940 |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Leverage Strategy | Large Cap Blend |
| Inception | May 15, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 15, 2024 to Sep 4, 2026 (2.3 years).
AIBD vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
AIBD vs IVV Performance
Direxion Daily AI and Big Data Bear 2X ETF (AIBD) is an ETF from Direxion Shares ETF Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AIBD returned +457.53% while IVV returned +20.08%. Year to date, AIBD is up 529.51% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBD has been the more volatile fund, with annualized monthly volatility of 615.6% compared with 11.7% 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 -82.3% for AIBD and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.14. They move largely independently of each other.
Fees and Cost Over Time
AIBD charges 1.05% per year while IVV charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, AIBD currently yields 3.41% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 3 holdings in AIBD and 505 in IVV, totalling 90.6% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 3 positions we hold weights for in AIBD and 505 in IVV, against full books of 5 and 508.
You are not choosing between two funds in isolation.
Whichever of AIBD and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AIBD or IVV?
AIBD has an expense ratio of 1.05% while IVV charges 0.03%. IVV is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, AIBD or IVV?
Over the past year AIBD returned +457.53% vs +20.08% for IVV, so AIBD leads on 1-year performance. Over the longest common window we track (2 years), AIBD annualized +38.96% vs +19.07% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBD or IVV?
AIBD has been the more volatile fund at 615.6% annualized versus 11.7% for IVV. Worst drawdown: AIBD -82.3% vs IVV -18.8%.
Should I hold both AIBD and IVV?
AIBD and IVV have a monthly-return correlation of -0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AIBD or IVV?
AIBD yields 3.41% while IVV yields 1.10%, so AIBD currently pays the higher dividend yield.
Is IVV better than AIBD?
IVV has a lower expense ratio. AIBD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.