AMDD vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricAMDDIVVWinner
Expense Ratio1.03%0.03%
AUM$17M$907.0B
Dividend Yield13.09%1.10%
Holdings9508
YTD Return-68.44%+14.29%
1Y Return-77.74%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)63.0%15.1%
Max Drawdown-91.8%-56.5%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionFeb 12, 2025May 15, 2000

AMDD vs IVV Performance

Direxion Daily AMD Bear 1X ETF (AMDD) 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 AMDD returned -77.74% while IVV returned +21.79%. Year to date, AMDD is down 68.44% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

AMDD has been the more volatile fund, with annualized monthly volatility of 63.0% 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 -91.8% for AMDD 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 -0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDD charges 1.03% per year while IVV charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, AMDD currently yields 13.09% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

AMDD and IVV share 0 holdings out of 510 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, AMDD or IVV?

AMDD has an expense ratio of 1.03% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

Which performed better, AMDD or IVV?

Over the past year AMDD returned -77.74% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), AMDD annualized -75.72% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, AMDD or IVV?

AMDD has been the more volatile fund at 63.0% annualized versus 15.1% for IVV. Worst drawdown: AMDD -91.8% vs IVV -56.5%.

Should I hold both AMDD and IVV?

AMDD and IVV have a monthly-return correlation of -0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDD and IVV?

AMDD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, AMDD or IVV?

AMDD yields 13.09% while IVV yields 1.10%, so AMDD currently pays the higher dividend yield.

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