ETHU vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricETHUIVVWinner
Expense Ratio2.67%0.03%
AUM$782M$865.2B
Dividend Yield6.74%1.09%
Holdings2508
YTD Return-73.91%+13.43%
1Y Return-89.50%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)150.2%15.1%
Max Drawdown-96.5%-56.5%
Fund FamilyVolatility Shares, LLCiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJun 4, 2024May 15, 2000

ETHU vs IVV Performance

2x Ether ETF (ETHU) is a ETF from Volatility Shares, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ETHU returned -89.50% while IVV returned +22.61%. Year to date, ETHU is down 73.91% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

ETHU has been the more volatile fund, with annualized monthly volatility of 150.2% 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 -96.5% for ETHU 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETHU charges 2.67% per year while IVV charges 0.03%. On a $10,000 position that is $267 vs $3 annually, a gap of $264 per year that compounds over a long holding period. On income, ETHU currently yields 6.74% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, ETHU or IVV?

ETHU has an expense ratio of 2.67% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $264 per year of difference.

Which performed better, ETHU or IVV?

Over the past year ETHU returned -89.50% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), ETHU annualized -74.16% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, ETHU or IVV?

ETHU has been the more volatile fund at 150.2% annualized versus 15.1% for IVV. Worst drawdown: ETHU -96.5% vs IVV -56.5%.

Should I hold both ETHU and IVV?

ETHU and IVV have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETHU or IVV?

ETHU yields 6.74% while IVV yields 1.09%, so ETHU currently pays the higher dividend yield.

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