DUSL vs IVV
Direxion Daily Industrials Bull 3X ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DUSL delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DUSL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.03% | |
| AUM | $59M | $865.2B | |
| Dividend Yield | 7.26% | 1.09% | |
| Holdings | 87 | 508 | |
| YTD Return | +45.83% | +13.72% | |
| 1Y Return | +58.81% | +21.64% | |
| 3Y Return (annualized) | +46.48% | +21.55% | |
| 5Y Return (annualized) | +21.91% | +13.27% | |
| Volatility (annualized) | 60.0% | 15.1% | |
| Max Drawdown | -86.1% | -56.5% | |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | May 3, 2017 | May 15, 2000 |
DUSL vs IVV Performance
Direxion Daily Industrials Bull 3X ETF (DUSL) 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 DUSL returned +58.81% while IVV returned +21.64%. Year to date, DUSL is up 45.83% versus a gain of 13.72% for IVV.
Over three years, DUSL compounded at +46.48% per year against +21.55% for IVV; over five years the annualized figures are +21.91% and +13.27% respectively. Across the full 9-year window we track, DUSL has the edge at +19.10% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUSL has been the more volatile fund, with annualized monthly volatility of 60.0% 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 -86.1% for DUSL 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUSL charges 0.97% per year while IVV charges 0.03%. On a $10,000 position that is $97 vs $3 annually, a gap of $94 per year that compounds over a long holding period. On income, DUSL currently yields 7.26% against 1.09% for IVV.
Holdings Overlap
DUSL and IVV share 80 holdings out of 509 unique holdings combined, representing a 8.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUSL or IVV?
DUSL has an expense ratio of 0.97% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, DUSL or IVV?
Over the past year DUSL returned +58.81% vs +21.64% for IVV, so DUSL leads on 1-year performance. Over the longest common window we track (9 years), DUSL annualized +19.10% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DUSL or IVV?
DUSL has been the more volatile fund at 60.0% annualized versus 15.1% for IVV. Worst drawdown: DUSL -86.1% vs IVV -56.5%.
Should I hold both DUSL and IVV?
DUSL and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUSL and IVV?
DUSL and IVV share 80 common holdings with a 8.3% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, DUSL or IVV?
DUSL yields 7.26% while IVV yields 1.09%, so DUSL currently pays the higher dividend yield.
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