GUSH vs IVV
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF vs iShares Core S&P 500 ETF
Which is better, GUSH or IVV?
Multi Alternative against Large Cap Blend.
IVV has a lower expense ratio. GUSH led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 51.8%.
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 | GUSH | IVV |
|---|---|---|
| Expense Ratio | 0.94% | 0.03%Best |
| AUM | $205M | $882.6B |
| Dividend Yield | 1.05% | 1.06% |
| Holdings | 120 | 508 |
| YTD Return | +89.53%Best | +13.60% |
| 1Y Return | +78.33%Best | +16.32% |
| 3Y Return (annualized) | +7.83% | +23.81%Best |
| 5Y Return (annualized) | +12.98% | +14.03%Best |
| Volatility (annualized) | 102.2% | 15.1%Best |
| Max Drawdown | - | -33.9% |
| $10,000 over 5 years | $18,408 | $19,279Best |
| Top 10 Weight | 51.8% | 38.1%Best |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | May 28, 2015 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 29, 2015 to Oct 2, 2026 (11.3 years).
GUSH 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 11.3 years both funds cover.
GUSH vs IVV Performance
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF (GUSH) 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 GUSH returned +78.33% while IVV returned +16.32%. Year to date, GUSH is up 89.53% versus a gain of 13.60% for IVV.
Over three years, GUSH compounded at +7.83% per year against +23.81% for IVV; over five years the annualized figures are +12.98% and +14.03% respectively. Across the full 11-year window we track, IVV has the edge at +12.84% annualized vs -41.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GUSH has been the more volatile fund, with annualized monthly volatility of 102.2% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GUSH charges 0.94% per year while IVV charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, GUSH currently yields 1.05% against 1.06% for IVV.
Holdings Overlap
23.7% of GUSH's money is in holdings IVV also owns. 2.9% of IVV's money is in holdings GUSH also owns.
GUSH and IVV share little of their money.
14 positions in common, counted across the 54 positions we hold weights for in GUSH and 505 in IVV, against full books of 120 and 508.
What only one of them owns
Our book lists 483 positions for IVV that do not appear in our book for GUSH (96.4% of the fund), and 40 for GUSH that do not appear in IVV (78.0%).
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
| Stock | Weight in GUSH | Weight in IVV | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 1.60% | 1.04% | 0.56% |
| MPCMarathon Petroleum Corp | 2.20% | 0.17% | 2.03% |
| VLOValero Energy | 2.17% | 0.18% | 1.99% |
| CVXChevron Corp | 1.63% | 0.61% | 1.02% |
| PSXPhillips 66 | 2.06% | 0.16% | 1.90% |
| COPConocophillips Common Stock USD 0.01 | 1.66% | 0.25% | 1.41% |
| APAAPA Corp. | 1.73% | 0.02% | 1.71% |
| EOGEog Resources Inc | 1.54% | 0.12% | 1.42% |
| OXYOccidental Petroleum Corp. | 1.58% | 0.07% | 1.51% |
| DVNDevon Energy Corporation | 1.56% | 0.09% | 1.47% |
23.7% of GUSH 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, GUSH or IVV?
GUSH has an expense ratio of 0.94% while IVV charges 0.03%. IVV is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, GUSH or IVV?
Over the past year GUSH returned +78.33% vs +16.32% for IVV, so GUSH leads on 1-year performance. Over the longest common window we track (11 years), GUSH annualized -41.32% vs +12.84% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GUSH or IVV?
GUSH has been the more volatile fund at 102.2% annualized versus 15.1% for IVV.
Should I hold both GUSH and IVV?
GUSH and IVV have a monthly-return correlation of 0.52, 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 GUSH and IVV?
23.7% of GUSH's money is in holdings IVV also owns. 2.9% of IVV's is in holdings GUSH also owns. They hold 14 positions in common, counted across the 54 positions we hold weights for in GUSH and 505 in IVV.
Which pays a higher dividend, GUSH or IVV?
GUSH yields 1.05% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than GUSH?
IVV has a lower expense ratio. GUSH led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 51.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.