DRIP vs IVV

DRIP vs IVV

Which is better, DRIP or IVV?

Opposite sides of the same exposure.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.50, so holding both offsets the exposure while paying both fees.

Lower Fees: IVVHigher Returns: 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

MetricDRIPIVV
Expense Ratio1.01%0.03%Best
AUM$105M$876.4B
Dividend Yield4.57%1.06%
Holdings8508
YTD Return-57.76%+13.32%Best
1Y Return-56.51%+17.08%Best
3Y Return (annualized)-27.34%+22.72%Best
5Y Return (annualized)-43.02%+13.20%Best
Volatility (annualized)91.2%15.2%Best
Max Drawdown--33.9%
$10,000 over 5 years$601$18,588Best
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Inverse EquityLarge Cap Blend
InceptionMay 28, 2015May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 29, 2015 to Sep 23, 2026 (11.3 years).

DRIP 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 covers the 11.3 years both funds cover.

DRIP vs IVV Performance

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF (DRIP) is an ETF from Direxion Shares ETF Trust and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DRIP returned -56.51% while IVV returned +17.08%. Year to date, DRIP is down 57.76% versus a gain of 13.32% for IVV.

Over three years, DRIP compounded at -27.34% per year against +22.72% for IVV; over five years the annualized figures are -43.02% and +13.20% respectively. Across the full 11-year window we track, IVV has the edge at +12.85% annualized vs -41.45%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DRIP has been the more volatile fund, with annualized monthly volatility of 91.2% compared with 15.2% 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 -0.50. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

DRIP charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, DRIP currently yields 4.57% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 3 holdings in DRIP and 490 in IVV, totalling 116.4% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 3 positions we hold weights for in DRIP and 490 in IVV, against full books of 8 and 508.

You are not choosing between two funds in isolation.

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

DRIPIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DRIP or IVV?

DRIP has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option, by $98 a year on a $10,000 investment.

Which performed better, DRIP or IVV?

Over the past year DRIP returned -56.51% vs +17.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), DRIP annualized -41.45% vs +12.85% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DRIP or IVV?

DRIP has been the more volatile fund at 91.2% annualized versus 15.2% for IVV.

Should I hold both DRIP and IVV?

DRIP and IVV have a monthly-return correlation of -0.50, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, DRIP or IVV?

DRIP yields 4.57% while IVV yields 1.06%, so DRIP currently pays the higher dividend yield.

Is IVV better than DRIP?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.50, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.