ASTX vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricASTXIVVWinner
Expense Ratio1.30%0.03%
AUM$265M$865.2B
Dividend Yield0.00%1.09%
Holdings6508
YTD Return-70.87%+14.50%
1Y Return-49.61%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.37%
Volatility (annualized)233.9%15.1%
Max Drawdown-91.2%-56.5%
Fund FamilyTradr ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 10, 2025May 15, 2000

ASTX vs IVV Performance

Tradr 2X Long ASTS Daily ETF (ASTX) is a ETF from Tradr ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ASTX returned -49.61% while IVV returned +22.02%. Year to date, ASTX is down 70.87% versus a gain of 14.50% for IVV.

Risk: Volatility and Drawdowns

ASTX has been the more volatile fund, with annualized monthly volatility of 233.9% compared with 15.1% 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 -91.2% for ASTX and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ASTX charges 1.30% per year while IVV charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, ASTX currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

ASTX and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ASTX or IVV?

ASTX has an expense ratio of 1.30% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, ASTX or IVV?

Over the past year ASTX returned -49.61% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), ASTX annualized -39.86% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, ASTX or IVV?

ASTX has been the more volatile fund at 233.9% annualized versus 15.1% for IVV. Worst drawdown: ASTX -91.2% vs IVV -56.5%.

Should I hold both ASTX and IVV?

ASTX and IVV have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ASTX and IVV?

ASTX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, ASTX or IVV?

ASTX yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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