AIBU vs IVV
Direxion Daily AI and Big Data Bull 2X ETF vs iShares Core S&P 500 ETF
Which is better, AIBU or IVV?
Leverage Strategy against Large Cap Blend.
IVV has a lower expense ratio. AIBU 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 | AIBU | IVV |
|---|---|---|
| Expense Ratio | 0.96% | 0.03%Best |
| AUM | $24M | $886.7B |
| Dividend Yield | 1.85% | 1.10% |
| Holdings | 38 | 508 |
| YTD Return | +31.52%Best | +13.39% |
| 1Y Return | +40.58%Best | +20.08% |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 56.1% | 11.7%Best |
| Max Drawdown | -51.2% | -18.8%Best |
| $10,000 over 2.3 years | $25,947Best | $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).
AIBU 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.
AIBU vs IVV Performance
Direxion Daily AI and Big Data Bull 2X ETF (AIBU) 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 AIBU returned +40.58% while IVV returned +20.08%. Year to date, AIBU is up 31.52% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIBU has been the more volatile fund, with annualized monthly volatility of 56.1% 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 -51.2% for AIBU 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIBU charges 0.96% per year while IVV charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, AIBU currently yields 1.85% against 1.10% for IVV.
Holdings Overlap
At least 35.8% of IVV's money is in holdings AIBU also owns.
Stated as a floor: for AIBU, our book for it covers 93.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
15 positions in common, counted across the 33 positions we hold weights for in AIBU and 505 in IVV, against full books of 38 and 508.
Top Shared Holdings
| Stock | Weight in AIBU | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 5.16% | 7.98% | 2.82% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 6.18% | 5.44% | 0.74% |
| AAPLApple, Inc | 4.58% | 6.86% | 2.28% |
| AMZNAmazon.Com Inc | 5.55% | 4.01% | 1.54% |
| GOOGLAlphabet Inc.Class A | 5.38% | 3.19% | 2.19% |
| AVGOBroadcom Inc | 3.34% | 2.98% | 0.36% |
| METAMeta Platform Inc | 2.70% | 1.94% | 0.76% |
| AMDAdvanced Micro Devices Inc | 3.10% | 1.18% | 1.92% |
| PLTRPalantir Technologies Inc | 3.64% | 0.55% | 3.09% |
| INTCIntel Corporation | 3.15% | 0.72% | 2.43% |
35.8% of IVV is already inside AIBU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AIBU or IVV?
AIBU has an expense ratio of 0.96% while IVV charges 0.03%. IVV is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, AIBU or IVV?
Over the past year AIBU returned +40.58% vs +20.08% for IVV, so AIBU leads on 1-year performance. Over the longest common window we track (2 years), AIBU annualized +51.37% vs +19.07% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AIBU or IVV?
AIBU has been the more volatile fund at 56.1% annualized versus 11.7% for IVV. Worst drawdown: AIBU -51.2% vs IVV -18.8%.
Should I hold both AIBU and IVV?
AIBU and IVV have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AIBU and IVV?
At least 35.8% of IVV's money is in holdings AIBU also owns. Our book for AIBU is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 33 positions we hold weights for in AIBU and 505 in IVV.
Which pays a higher dividend, AIBU or IVV?
AIBU yields 1.85% while IVV yields 1.10%, so AIBU currently pays the higher dividend yield.
Is IVV better than AIBU?
IVV has a lower expense ratio. AIBU 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.