APHU vs IVV

APHU vs IVV

Which is better, APHU or IVV?

Trading-Leveraged Equity against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricAPHUIVV
Expense Ratio1.50%0.03%Best
AUM$3M$876.4B
Dividend Yield0.00%1.06%
Holdings3508
YTD Return+3.55%+14.14%Best
1Y Return-+17.30%
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Fund FamilyREX SharesiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionFeb 18, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

APHU 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.

APHU vs IVV Performance

T-Rex 2X Long APH Daily Target ETF (APHU) is an ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, APHU is up 3.55% versus a gain of 14.14% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

APHU charges 1.50% per year while IVV charges 0.03%. On a $10,000 position that is $150 vs $3 annually, a gap of $147 per year that compounds over a long holding period. On income, APHU currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in APHU and 490 in IVV, totalling 10.0% 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 APHU and 490 in IVV, against full books of 3 and 508.

You are not choosing between two funds in isolation.

Whichever of APHU and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

APHUIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APHU or IVV?

APHU has an expense ratio of 1.50% while IVV charges 0.03%. IVV is the cheaper option, by $147 a year on a $10,000 investment.

Which pays a higher dividend, APHU or IVV?

APHU yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than APHU?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.