ETQ vs IVV

ETQ vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricETQIVVWinner
Expense Ratio0.95%0.03%
AUM$2M$907.0B
Dividend Yield0.20%1.10%
Holdings3508
YTD Return+17.45%+12.28%
1Y Return-88.81%+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)143.8%15.1%
Max Drawdown-95.9%-56.5%
Fund FamilyREX SharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionOct 22, 2024May 15, 2000

ETQ vs IVV Performance

T-REX 2X INVERSE ETHER DAILY TARGET ETF (ETQ) 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 ETQ returned -88.81% while IVV returned +20.94%. Year to date, ETQ is up 17.45% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

ETQ has been the more volatile fund, with annualized monthly volatility of 143.8% 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 -95.9% for ETQ 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 -0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ETQ charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, ETQ currently yields 0.20% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, ETQ or IVV?

ETQ has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, ETQ or IVV?

Over the past year ETQ returned -88.81% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), ETQ annualized -81.77% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, ETQ or IVV?

ETQ has been the more volatile fund at 143.8% annualized versus 15.1% for IVV. Worst drawdown: ETQ -95.9% vs IVV -56.5%.

Should I hold both ETQ and IVV?

ETQ and IVV have a monthly-return correlation of -0.46, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, ETQ or IVV?

ETQ yields 0.20% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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