DUSL vs IVV
Direxion Daily Industrials Bull 3X ETF vs iShares Core S&P 500 ETF
Which is better, DUSL or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. DUSL led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 50.3%.
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
| Metric | DUSL | IVV |
|---|---|---|
| Expense Ratio | 0.97% | 0.03%Best |
| AUM | $45M | $876.4B |
| Dividend Yield | 8.86% | 1.06% |
| Holdings | 89 | 508 |
| YTD Return | +8.19% | +13.23%Best |
| 1Y Return | +17.82%Best | +17.38% |
| 3Y Return (annualized) | +41.48%Best | +22.67% |
| 5Y Return (annualized) | +17.85%Best | +13.13% |
| Volatility (annualized) | 59.9% | 15.9%Best |
| Max Drawdown | -86.1% | -33.9%Best |
| $10,000 over 5 years | $22,733Best | $18,531 |
| Top 10 Weight | 50.3% | 37.8%Best |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | May 3, 2017 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 3, 2017 to Sep 24, 2026 (9.4 years).
DUSL 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 9.4 years both funds cover.
DUSL vs IVV Performance
Direxion Daily Industrials Bull 3X ETF (DUSL) 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 DUSL returned +17.82% while IVV returned +17.38%. Year to date, DUSL is up 8.19% versus a gain of 13.23% for IVV.
Over three years, DUSL compounded at +41.48% per year against +22.67% for IVV; over five years the annualized figures are +17.85% and +13.13% respectively. Across the full 9-year window we track, DUSL has the edge at +15.12% annualized vs +14.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DUSL has been the more volatile fund, with annualized monthly volatility of 59.9% compared with 15.9% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. 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 8.86% against 1.06% for IVV.
Holdings Overlap
73.5% of DUSL's money is in holdings IVV also owns. 7.9% of IVV's money is in holdings DUSL also owns.
Most of DUSL is already inside IVV. Owning both mostly buys the same companies twice.
78 positions in common, counted across the 85 positions we hold weights for in DUSL and 490 in IVV, against full books of 89 and 508.
What only one of them owns
Measured across the 85 and 490 positions we hold weights for.
IVV holds 404 positions DUSL does not, 90.8% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
Top Shared Holdings
| Stock | Weight in DUSL | Weight in IVV | Difference |
|---|---|---|---|
| CATCaterpillar, Inc. | 5.15% | 0.55% | 4.60% |
| GEGeneral Electric Co. | 4.95% | 0.53% | 4.42% |
| RTXRaytheon Co. | 3.96% | 0.42% | 3.54% |
| GEVGE Vernova Inc. CDR (CAD Hedged) | 3.46% | 0.36% | 3.10% |
| UNPUnion Pacific Corp | 2.47% | 0.27% | 2.20% |
| DEDeere & Co Sedol 2261203 | 2.44% | 0.25% | 2.19% |
| BABoeing Co | 2.33% | 0.25% | 2.08% |
| UBERUber Technologies Inc | 2.20% | 0.23% | 1.97% |
| PHParker-Hannifin Corp. | 1.72% | 0.19% | 1.53% |
| ADPAutomatic Data Processing, Inc. | 1.63% | 0.17% | 1.46% |
73.5% of DUSL is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $94 a year on a $10,000 investment.
Which performed better, DUSL or IVV?
Over the past year DUSL returned +17.82% vs +17.38% for IVV, so DUSL leads on 1-year performance. Over the longest common window we track (9 years), DUSL annualized +15.12% vs +14.18% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DUSL or IVV?
DUSL has been the more volatile fund at 59.9% annualized versus 15.9% for IVV. Worst drawdown: DUSL -86.1% vs IVV -33.9%.
Should I hold both DUSL and IVV?
DUSL and IVV have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DUSL and IVV?
73.5% of DUSL's money is in holdings IVV also owns. 7.9% of IVV's is in holdings DUSL also owns. They hold 78 positions in common, counted across the 85 positions we hold weights for in DUSL and 490 in IVV.
Which pays a higher dividend, DUSL or IVV?
DUSL yields 8.86% while IVV yields 1.06%, so DUSL currently pays the higher dividend yield.
Is IVV better than DUSL?
IVV has a lower expense ratio. DUSL led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 50.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.