FRDU vs IVV

FRDU vs IVV

Which is better, FRDU or IVV?

Trading-Leveraged Equity against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricFRDUIVV
Expense Ratio1.06%0.03%Best
AUM$2M$876.4B
Dividend Yield2.45%1.06%
Holdings9508
Top 10 Weight-37.9%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionJul 23, 2025May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 153 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FRDU has data through Apr 10, 2026 and IVV through Sep 10, 2026.

Fees and Cost Over Time

FRDU charges 1.06% per year while IVV charges 0.03%. On a $10,000 position that is $106 vs $3 annually, a gap of $103 per year that compounds over a long holding period. On income, FRDU currently yields 2.45% against 1.06% for IVV.

Holdings Overlap

FRDU already in IVV13.1%
IVV already in FRDU0.1%

13.1% of FRDU's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings FRDU also owns.

FRDU and IVV share little of their money.

The two holdings books were reported 187 days apart, FRDU as of Jan 30, 2026 and IVV as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 5 positions we hold weights for in FRDU and 505 in IVV, against full books of 9 and 508.

What only one of them owns

Our book lists 494 positions for IVV that do not appear in our book for FRDU (99.3% of the fund), and 4 for FRDU that do not appear in IVV (86.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FRDUWeight in IVVDifference
FFord Motor Co.13.09%0.08%13.01%

You are not choosing between two funds in isolation.

Whichever of FRDU and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FRDUIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FRDU or IVV?

FRDU has an expense ratio of 1.06% while IVV charges 0.03%. IVV is the cheaper option, by $103 a year on a $10,000 investment.

What is the holdings overlap between FRDU and IVV?

13.1% of FRDU's money is in holdings IVV also owns. 0.1% of IVV's is in holdings FRDU also owns. They hold 1 positions in common, counted across the 5 positions we hold weights for in FRDU and 505 in IVV.

Which pays a higher dividend, FRDU or IVV?

FRDU yields 2.45% while IVV yields 1.06%, so FRDU currently pays the higher dividend yield.

Is IVV better than FRDU?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.