FNGG vs IVV

FNGG vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: FNGGMore Diversified: IVV

Side-by-Side Comparison

MetricFNGGIVVWinner
Expense Ratio0.97%0.03%
AUM$143M$907.0B
Dividend Yield10.70%1.10%
Holdings18508
YTD Return+29.44%+12.71%
1Y Return+35.54%+21.89%
3Y Return (annualized)+60.38%+22.08%
5Y Return (annualized)+3.76%+12.96%
Volatility (annualized)58.4%15.1%
Max Drawdown-91.3%-56.5%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionSep 29, 2021May 15, 2000

FNGG vs IVV Performance

Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) 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 FNGG returned +35.54% while IVV returned +21.89%. Year to date, FNGG is up 29.44% versus a gain of 12.71% for IVV.

Over three years, FNGG compounded at +60.38% per year against +22.08% for IVV; over five years the annualized figures are +3.76% and +12.96% respectively. Across the full 5-year window we track, IVV has the edge at +7.00% annualized vs +3.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.4% 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 -91.3% for FNGG 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FNGG 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, FNGG currently yields 10.70% against 1.10% for IVV.

Holdings Overlap

26.6%overlap

FNGG and IVV share 10 holdings out of 508 unique holdings combined, representing a 26.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FNGGWeight in IVVDifference
NVDA3.98%7.76%3.78%
AAPL3.98%7.44%3.46%
MSFT4.06%4.57%0.51%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
MUProProPro
NFLXProProPro
PLTRProProPro
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Frequently Asked Questions

Which is cheaper, FNGG or IVV?

FNGG 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, FNGG or IVV?

Over the past year FNGG returned +35.54% vs +21.89% for IVV, so FNGG leads on 1-year performance. Over the longest common window we track (5 years), FNGG annualized +3.76% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, FNGG or IVV?

FNGG has been the more volatile fund at 58.4% annualized versus 15.1% for IVV. Worst drawdown: FNGG -91.3% vs IVV -56.5%.

Should I hold both FNGG and IVV?

FNGG and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FNGG and IVV?

FNGG and IVV share 10 common holdings with a 26.6% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, FNGG or IVV?

FNGG yields 10.70% while IVV yields 1.10%, so FNGG currently pays the higher dividend yield.

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