APPX vs IVV
Tradr 2X Long APP Daily ETF vs iShares Core S&P 500 ETF
Which is better, APPX or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. APPX led over 3Y and 5Y, IVV over 1Y 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 | APPX | IVV |
|---|---|---|
| Expense Ratio | 1.36% | 0.03%Best |
| AUM | $97M | $876.4B |
| Dividend Yield | 25.89% | 1.06% |
| Holdings | 10 | 508 |
| YTD Return | -53.14% | +11.03%Best |
| 1Y Return | -57.53% | +15.62%Best |
| 3Y Return (annualized) | +45.22%Best | +20.81% |
| 5Y Return (annualized) | +45.22%Best | +12.61% |
| Volatility (annualized) | 164.7% | 15.7%Best |
| Max Drawdown | -81.4% | -55.3%Best |
| $10,000 over 5 years | $64,585Best | $18,109 |
| Fund Family | Tradr ETFs | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Apr 24, 2025 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2007 to Sep 16, 2026 (18.8 years).
APPX 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 18.8 years both funds cover.
APPX vs IVV Performance
Tradr 2X Long APP Daily ETF (APPX) 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 APPX returned -57.53% while IVV returned +15.62%. Year to date, APPX is down 53.14% versus a gain of 11.03% for IVV.
Over three years, APPX compounded at +45.22% per year against +20.81% for IVV; over five years the annualized figures are +45.22% and +12.61% respectively. Across the full 19-year window we track, IVV has the edge at +9.59% annualized vs +6.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APPX has been the more volatile fund, with annualized monthly volatility of 164.7% 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 -81.4% for APPX and -55.3% 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 0.07. They move largely independently of each other.
Fees and Cost Over Time
APPX charges 1.36% per year while IVV charges 0.03%. On a $10,000 position that is $136 vs $3 annually, a gap of $133 per year that compounds over a long holding period. On income, APPX currently yields 25.89% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 1 holding in APPX and 490 in IVV, totalling 138.2% 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 APPX and 490 in IVV, against full books of 10 and 508.
You are not choosing between two funds in isolation.
Whichever of APPX 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, APPX or IVV?
APPX has an expense ratio of 1.36% while IVV charges 0.03%. IVV is the cheaper option, by $133 a year on a $10,000 investment.
Which performed better, APPX or IVV?
Over the past year APPX returned -57.53% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), APPX annualized +6.68% vs +9.59% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APPX or IVV?
APPX has been the more volatile fund at 164.7% annualized versus 15.7% for IVV. Worst drawdown: APPX -81.4% vs IVV -55.3%.
Should I hold both APPX and IVV?
APPX and IVV have a monthly-return correlation of 0.07, 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, APPX or IVV?
APPX yields 25.89% while IVV yields 1.06%, so APPX currently pays the higher dividend yield.
Is IVV better than APPX?
IVV has a lower expense ratio. APPX led over 3Y and 5Y, IVV over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.