AMZU vs IVV
Direxion Daily AMZN Bull 2X ETF vs iShares Core S&P 500 ETF
Which is better, AMZU or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y 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 | AMZU | IVV |
|---|---|---|
| Expense Ratio | 0.99% | 0.03%Best |
| AUM | $263M | $876.4B |
| Dividend Yield | 4.69% | 1.06% |
| Holdings | 9 | 508 |
| YTD Return | +6.06% | +11.57%Best |
| 1Y Return | -4.51% | +17.57%Best |
| 3Y Return (annualized) | +15.62% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 57.4% | 13.3%Best |
| Max Drawdown | -55.6% | -18.8%Best |
| $10,000 over 4 years | $15,876 | $20,134Best |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Sep 7, 2022 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 7, 2022 to Sep 10, 2026 (4 years).
AMZU 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 4 years both funds cover.
AMZU vs IVV Performance
Direxion Daily AMZN Bull 2X ETF (AMZU) 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 AMZU returned -4.51% while IVV returned +17.57%. Year to date, AMZU is up 6.06% versus a gain of 11.57% for IVV.
Over three years, AMZU compounded at +15.62% per year against +20.71% for IVV. Across the full 4-year window we track, IVV has the edge at +19.12% annualized vs +12.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AMZU has been the more volatile fund, with annualized monthly volatility of 57.4% compared with 13.3% 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 -55.6% for AMZU 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 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AMZU charges 0.99% per year while IVV charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AMZU currently yields 4.69% against 1.06% for IVV.
Holdings Overlap
At least 4.0% of IVV's money is in holdings AMZU also owns.
Stated as a floor: for AMZU, our book for it covers 89.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and AMZU share little of their money.
1 positions in common, counted across the 4 positions we hold weights for in AMZU and 505 in IVV, against full books of 9 and 508.
Top Shared Holdings
| Stock | Weight in AMZU | Weight in IVV | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 13.47% | 4.01% | 9.46% |
You are not choosing between two funds in isolation.
Whichever of AMZU 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, AMZU or IVV?
AMZU has an expense ratio of 0.99% while IVV charges 0.03%. IVV is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, AMZU or IVV?
Over the past year AMZU returned -4.51% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), AMZU annualized +12.25% vs +19.12% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AMZU or IVV?
AMZU has been the more volatile fund at 57.4% annualized versus 13.3% for IVV. Worst drawdown: AMZU -55.6% vs IVV -18.8%.
Should I hold both AMZU and IVV?
AMZU and IVV have a monthly-return correlation of 0.58, 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 AMZU and IVV?
At least 4.0% of IVV's money is in holdings AMZU also owns. Our book for AMZU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 4 positions we hold weights for in AMZU and 505 in IVV.
Which pays a higher dividend, AMZU or IVV?
AMZU yields 4.69% while IVV yields 1.06%, so AMZU currently pays the higher dividend yield.
Is IVV better than AMZU?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.