BAIG vs IVV
Leverage Shares 2X Long BBAI Daily ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BAIG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.03% | |
| AUM | $10M | $907.0B | |
| Dividend Yield | 3.36% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | -82.78% | +12.96% | |
| 1Y Return | -87.34% | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 128.5% | 15.1% | |
| Max Drawdown | -96.0% | -56.5% | |
| Fund Family | Leverage Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 20, 2025 | May 15, 2000 |
BAIG vs IVV Performance
Leverage Shares 2X Long BBAI Daily ETF (BAIG) is a ETF from Leverage Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BAIG returned -87.34% while IVV returned +20.70%. Year to date, BAIG is down 82.78% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
BAIG has been the more volatile fund, with annualized monthly volatility of 128.5% 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 -96.0% for BAIG 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAIG charges 0.78% per year while IVV charges 0.03%. On a $10,000 position that is $78 vs $3 annually, a gap of $75 per year that compounds over a long holding period. On income, BAIG currently yields 3.36% against 1.10% for IVV.
Holdings Overlap
BAIG 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, BAIG or IVV?
BAIG has an expense ratio of 0.78% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, BAIG or IVV?
Over the past year BAIG returned -87.34% vs +20.70% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, BAIG or IVV?
BAIG has been the more volatile fund at 128.5% annualized versus 15.1% for IVV. Worst drawdown: BAIG -96.0% vs IVV -56.5%.
Should I hold both BAIG and IVV?
BAIG and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAIG and IVV?
BAIG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, BAIG or IVV?
BAIG yields 3.36% while IVV yields 1.10%, so BAIG currently pays the higher dividend yield.
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