DJTU vs IVV
T-REX 2X Long DJT Daily Target 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 | DJTU | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.03% | |
| AUM | $9M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 4 | 508 | |
| YTD Return | +134.52% | +14.29% | |
| 1Y Return | +1.43% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 1227.1% | 15.1% | |
| Max Drawdown | -97.0% | -56.5% | |
| Fund Family | REX Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Mar 4, 2025 | May 15, 2000 |
DJTU vs IVV Performance
T-REX 2X Long DJT Daily Target ETF (DJTU) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DJTU returned +1.43% while IVV returned +21.79%. Year to date, DJTU is up 134.52% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
DJTU has been the more volatile fund, with annualized monthly volatility of 1227.1% 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 -97.0% for DJTU 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 -0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DJTU charges 1.05% per year while IVV charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, DJTU currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
DJTU 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, DJTU or IVV?
DJTU has an expense ratio of 1.05% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, DJTU or IVV?
Over the past year DJTU returned +1.43% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DJTU annualized -44.02% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, DJTU or IVV?
DJTU has been the more volatile fund at 1227.1% annualized versus 15.1% for IVV. Worst drawdown: DJTU -97.0% vs IVV -56.5%.
Should I hold both DJTU and IVV?
DJTU and IVV have a monthly-return correlation of -0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJTU and IVV?
DJTU and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DJTU or IVV?
DJTU yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.