BOEU vs IVV

BOEU vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricBOEUIVVWinner
Expense Ratio1.06%0.03%
AUM$22M$907.0B
Dividend Yield1.72%1.10%
Holdings10508
YTD Return-21.76%+12.28%
1Y Return-26.87%+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)58.9%15.1%
Max Drawdown-46.0%-56.5%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionApr 23, 2025May 15, 2000

BOEU vs IVV Performance

Direxion Daily BA Bull 2X ETF (BOEU) is a ETF from Direxion Shares ETF Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BOEU returned -26.87% while IVV returned +20.94%. Year to date, BOEU is down 21.76% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

BOEU has been the more volatile fund, with annualized monthly volatility of 58.9% 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 -46.0% for BOEU 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BOEU charges 1.06% per year while IVV charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, BOEU currently yields 1.72% against 1.10% for IVV.

Holdings Overlap

0.3%overlap

BOEU and IVV share 1 holdings out of 509 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BOEUWeight in IVVDifference
BA15.72%0.25%15.47%

Frequently Asked Questions

Which is cheaper, BOEU or IVV?

BOEU has an expense ratio of 1.06% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, BOEU or IVV?

Over the past year BOEU returned -26.87% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BOEU annualized +13.35% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, BOEU or IVV?

BOEU has been the more volatile fund at 58.9% annualized versus 15.1% for IVV. Worst drawdown: BOEU -46.0% vs IVV -56.5%.

Should I hold both BOEU and IVV?

BOEU and IVV have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BOEU and IVV?

BOEU and IVV share 1 common holdings with a 0.3% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, BOEU or IVV?

BOEU yields 1.72% while IVV yields 1.10%, so BOEU currently pays the higher dividend yield.

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