GUSH vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: GUSHMore Diversified: IVV

Side-by-Side Comparison

MetricGUSHIVVWinner
Expense Ratio0.94%0.03%
AUM$222M$865.2B
Dividend Yield1.54%1.09%
Holdings58508
YTD Return+78.93%+14.50%
1Y Return+87.19%+22.02%
3Y Return (annualized)+3.04%+21.80%
5Y Return (annualized)+22.31%+13.37%
Volatility (annualized)102.9%15.1%
Max Drawdown-100.0%-56.5%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionMay 28, 2015May 15, 2000

GUSH vs IVV Performance

Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF (GUSH) 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 GUSH returned +87.19% while IVV returned +22.02%. Year to date, GUSH is up 78.93% versus a gain of 14.50% for IVV.

Over three years, GUSH compounded at +3.04% per year against +21.80% for IVV; over five years the annualized figures are +22.31% and +13.37% respectively. Across the full 11-year window we track, IVV has the edge at +7.07% annualized vs -42.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GUSH has been the more volatile fund, with annualized monthly volatility of 102.9% 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 -100.0% for GUSH 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.54% against 1.09% for IVV.

Holdings Overlap

2.6%overlap

GUSH and IVV share 14 holdings out of 545 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GUSHWeight in IVVDifference
XOM1.81%0.97%0.84%
CVX1.78%0.55%1.23%
TPL2.24%0.04%2.20%
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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. On a $10,000 investment, that is $91 per year of difference.

Which performed better, GUSH or IVV?

Over the past year GUSH returned +87.19% vs +22.02% for IVV, so GUSH leads on 1-year performance. Over the longest common window we track (11 years), GUSH annualized -42.00% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, GUSH or IVV?

GUSH has been the more volatile fund at 102.9% annualized versus 15.1% for IVV. Worst drawdown: GUSH -100.0% vs IVV -56.5%.

Should I hold both GUSH and IVV?

GUSH and IVV have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GUSH and IVV?

GUSH and IVV share 14 common holdings with a 2.6% weight overlap. Combined, they hold 545 unique securities.

Which pays a higher dividend, GUSH or IVV?

GUSH yields 1.54% while IVV yields 1.09%, so GUSH currently pays the higher dividend yield.

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