AIBU vs IVV
Direxion Daily AI and Big Data Bull 2X ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AIBU delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AIBU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.96% | 0.03% | |
| AUM | $22M | $865.2B | |
| Dividend Yield | 1.67% | 1.09% | |
| Holdings | 10 | 508 | |
| YTD Return | +39.50% | +14.50% | |
| 1Y Return | +46.84% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 57.8% | 15.1% | |
| Max Drawdown | -51.2% | -56.5% | |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | May 15, 2024 | May 15, 2000 |
AIBU vs IVV Performance
Direxion Daily AI and Big Data Bull 2X ETF (AIBU) is a ETF from Direxion Shares ETF Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AIBU returned +46.84% while IVV returned +22.02%. Year to date, AIBU is up 39.50% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
AIBU has been the more volatile fund, with annualized monthly volatility of 57.8% 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 -51.2% for AIBU 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 0.88. 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 1.67% against 1.09% for IVV.
Holdings Overlap
AIBU and IVV share 15 holdings out of 524 unique holdings combined, representing a 30.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $93 per year of difference.
Which performed better, AIBU or IVV?
Over the past year AIBU returned +46.84% vs +22.02% for IVV, so AIBU leads on 1-year performance. Over the longest common window we track (2 years), AIBU annualized +57.13% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, AIBU or IVV?
AIBU has been the more volatile fund at 57.8% annualized versus 15.1% for IVV. Worst drawdown: AIBU -51.2% vs IVV -56.5%.
Should I hold both AIBU and IVV?
AIBU and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIBU and IVV?
AIBU and IVV share 15 common holdings with a 30.8% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, AIBU or IVV?
AIBU yields 1.67% while IVV yields 1.09%, so AIBU currently pays the higher dividend yield.
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