APLX vs IVV

APLX vs IVV

Which is better, APLX or IVV?

Trading-Leveraged Equity against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): 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

MetricAPLXIVV
Expense Ratio1.51%0.03%Best
AUM$45M$886.7B
Dividend Yield0.00%1.10%
Holdings6508
YTD Return-61.58%+13.39%Best
1Y Return-14.36%+20.08%Best
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.88%
Volatility (annualized)208.8%13.2%Best
Fund FamilyTradr ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionSep 8, 2025May 15, 2000

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

APLX 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.

APLX vs IVV Performance

Tradr 2X Long APLD Daily ETF (APLX) is an ETF from Tradr ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year APLX returned -14.36% while IVV returned +20.08%. Year to date, APLX is down 61.58% versus a gain of 13.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

APLX has been the more volatile fund, with annualized monthly volatility of 208.8% compared with 13.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

APLX charges 1.51% per year while IVV charges 0.03%. On a $10,000 position that is $151 vs $3 annually, a gap of $148 per year that compounds over a long holding period. On income, APLX currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

We hold position weights for 1 holding in APLX and 505 in IVV, totalling 199.7% and 100.0% 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 APLX and 505 in IVV, against full books of 6 and 508.

You are not choosing between two funds in isolation.

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

APLXIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, APLX or IVV?

APLX has an expense ratio of 1.51% while IVV charges 0.03%. IVV is the cheaper option, by $148 a year on a $10,000 investment.

Which performed better, APLX or IVV?

Over the past year APLX returned -14.36% vs +20.08% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, APLX or IVV?

APLX has been the more volatile fund at 208.8% annualized versus 13.2% for IVV.

Should I hold both APLX and IVV?

APLX and IVV have a monthly-return correlation of 0.70, 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, APLX or IVV?

APLX yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Is IVV better than APLX?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.