BEX vs IVV

BEX vs IVV

Which is better, BEX 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

MetricBEXIVV
Expense Ratio1.30%0.03%Best
AUM$140M$850.0B
Dividend Yield0.00%1.09%
Holdings161,018
YTD Return+3.56%+8.54%Best
1Y Return-23.01%+10.97%Best
3Y Return (annualized)-+20.51%
5Y Return (annualized)-+10.97%
Volatility (annualized)366.8%13.9%Best
Fund FamilyTradr ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionNov 12, 2025May 15, 2000

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

BEX 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.

BEX vs IVV Performance

Tradr 2X Long BE Daily ETF (BEX) 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 BEX returned -23.01% while IVV returned +10.97%. Year to date, BEX is up 3.56% versus a gain of 8.54% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BEX has been the more volatile fund, with annualized monthly volatility of 366.8% compared with 13.9% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BEX 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, BEX currently yields 0.00% against 1.09% for IVV.

You are not choosing between two funds in isolation.

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

BEXIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BEX or IVV?

BEX has an expense ratio of 1.30% while IVV charges 0.03%. IVV is the cheaper option, by $127 a year on a $10,000 investment.

Which performed better, BEX or IVV?

Over the past year BEX returned -23.01% vs +10.97% 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, BEX or IVV?

BEX has been the more volatile fund at 366.8% annualized versus 13.9% for IVV.

Should I hold both BEX and IVV?

BEX and IVV have a monthly-return correlation of 0.71, 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, BEX or IVV?

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

Is IVV better than BEX?

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.