BRKD vs IVV
Direxion Daily BRKB Bear 1X 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 | BRKD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $1M | $907.0B | |
| Dividend Yield | 2.82% | 1.10% | |
| Holdings | 7 | 508 | |
| YTD Return | +3.82% | +12.96% | |
| 1Y Return | +11.74% | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 16.8% | 15.1% | |
| Max Drawdown | -17.9% | -56.5% | |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 11, 2024 | May 15, 2000 |
BRKD vs IVV Performance
Direxion Daily BRKB Bear 1X ETF (BRKD) 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 BRKD returned +11.74% while IVV returned +20.70%. Year to date, BRKD is up 3.82% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
BRKD has been the more volatile fund, with annualized monthly volatility of 16.8% 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 -17.9% for BRKD 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKD charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, BRKD currently yields 2.82% against 1.10% for IVV.
Holdings Overlap
BRKD and IVV share 0 holdings out of 508 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, BRKD or IVV?
BRKD has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, BRKD or IVV?
Over the past year BRKD returned +11.74% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BRKD annualized +0.64% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, BRKD or IVV?
BRKD has been the more volatile fund at 16.8% annualized versus 15.1% for IVV. Worst drawdown: BRKD -17.9% vs IVV -56.5%.
Should I hold both BRKD and IVV?
BRKD and IVV have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKD and IVV?
BRKD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, BRKD or IVV?
BRKD yields 2.82% while IVV yields 1.10%, so BRKD currently pays the higher dividend yield.
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