APHG vs IVV
Leverage Shares 2X Long APH Daily ETF vs iShares Core S&P 500 ETF
Which is better, APHG or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. APHG led over the full window, IVV over 1Y.
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 | APHG | IVV |
|---|---|---|
| Expense Ratio | 0.99% | 0.03%Best |
| AUM | $296,272.14 | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 4 | 508 |
| YTD Return | -13.16% | +11.03%Best |
| 1Y Return | -13.16% | +15.62%Best |
| 3Y Return (annualized) | - | +20.81% |
| 5Y Return (annualized) | - | +12.61% |
| Volatility (annualized) | 1004076.3% | 15.7%Best |
| Max Drawdown | -94.1% | -52.4%Best |
| $10,000 over 18.7 years | $32,699,717Best | $57,938 |
| Fund Family | Leverage Shares | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Jun 16, 2026 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 18.7 years row, are measured over the window both funds cover: Jan 4, 2008 to Sep 16, 2026 (18.7 years).
APHG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
APHG vs IVV Performance
Leverage Shares 2X Long APH Daily ETF (APHG) is an ETF from Leverage Shares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year APHG returned -13.16% while IVV returned +15.62%. Year to date, APHG is down 13.16% versus a gain of 11.03% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APHG has been the more volatile fund, with annualized monthly volatility of 1004076.3% compared with 15.7% 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 -94.1% for APHG and -52.4% 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 -0.09. They move largely independently of each other.
Fees and Cost Over Time
APHG 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, APHG currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 1 holding in APHG and 490 in IVV, totalling 19.3% and 99.3% 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 1 positions we hold weights for in APHG and 490 in IVV, against full books of 4 and 508.
You are not choosing between two funds in isolation.
Whichever of APHG 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, APHG or IVV?
APHG 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, APHG or IVV?
Over the past year APHG returned -13.16% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), APHG annualized +54.15% vs +9.85% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APHG or IVV?
APHG has been the more volatile fund at 1004076.3% annualized versus 15.7% for IVV. Worst drawdown: APHG -94.1% vs IVV -52.4%.
Should I hold both APHG and IVV?
APHG and IVV have a monthly-return correlation of -0.09, 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, APHG or IVV?
APHG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than APHG?
IVV has a lower expense ratio. APHG led over the full window, IVV over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.