HIBL vs IVV
Direxion Daily S&P 500 High Beta Bull 3X ETF vs iShares Core S&P 500 ETF
Which is better, HIBL or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. HIBL led over 1Y, 3Y and the full window, IVV over 5Y.
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 | HIBL | IVV |
|---|---|---|
| Expense Ratio | 0.98% | 0.03%Best |
| AUM | $80M | $882.6B |
| Dividend Yield | 1.45% | 1.06% |
| Holdings | 216 | 508 |
| YTD Return | +68.26%Best | +14.90% |
| 1Y Return | +86.55%Best | +17.30% |
| 3Y Return (annualized) | +62.71%Best | +23.04% |
| 5Y Return (annualized) | +13.27% | +13.97%Best |
| Volatility (annualized) | 87.5% | 16.8%Best |
| Max Drawdown | -88.4% | -33.9%Best |
| $10,000 over 5 years | $18,646 | $19,229Best |
| Fund Family | Direxion Shares ETF Trust | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Nov 7, 2019 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Oct 9, 2026 (6.9 years).
HIBL 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 6.9 years both funds cover.
HIBL vs IVV Performance
Direxion Daily S&P 500 High Beta Bull 3X ETF (HIBL) 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 HIBL returned +86.55% while IVV returned +17.30%. Year to date, HIBL is up 68.26% versus a gain of 14.90% for IVV.
Over three years, HIBL compounded at +62.71% per year against +23.04% for IVV; over five years the annualized figures are +13.27% and +13.97% respectively. Across the full 7-year window we track, HIBL has the edge at +19.15% annualized vs +15.63%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HIBL has been the more volatile fund, with annualized monthly volatility of 87.5% compared with 16.8% 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 -88.4% for HIBL and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HIBL charges 0.98% per year while IVV charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, HIBL currently yields 1.45% against 1.06% for IVV.
Holdings Overlap
At least 36.6% of IVV's money is in holdings HIBL also owns.
Stated as a floor: for HIBL, our book for it covers 83.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
94 positions in common, counted across the 102 positions we hold weights for in HIBL and 505 in IVV, against full books of 216 and 508.
Top Shared Holdings
| Stock | Weight in HIBL | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 0.62% | 8.00% | 7.38% |
| AMZNAmazon.Com Inc | 0.50% | 3.80% | 3.30% |
| AVGOBroadcom Inc | 0.62% | 2.59% | 1.97% |
| GOOGAlphabet Inc. C | 0.47% | 2.40% | 1.93% |
| MUMicron Technology, Inc. | 1.19% | 1.66% | 0.47% |
| METAMeta Platforms Inc | 0.56% | 2.15% | 1.59% |
| TSLATesla Inc | 0.84% | 1.56% | 0.72% |
| AMDAdvanced Micro Devices Inc | 1.12% | 1.27% | 0.15% |
| SNDKSandisk Corp/De | 1.72% | 0.37% | 1.35% |
| INTCIntel Corporation | 0.93% | 0.77% | 0.16% |
36.6% of IVV is already inside HIBL.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, HIBL or IVV?
HIBL has an expense ratio of 0.98% while IVV charges 0.03%. IVV is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, HIBL or IVV?
Over the past year HIBL returned +86.55% vs +17.30% for IVV, so HIBL leads on 1-year performance. Over the longest common window we track (7 years), HIBL annualized +19.15% vs +15.63% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HIBL or IVV?
HIBL has been the more volatile fund at 87.5% annualized versus 16.8% for IVV. Worst drawdown: HIBL -88.4% vs IVV -33.9%.
Should I hold both HIBL and IVV?
HIBL and IVV have a monthly-return correlation of 0.86, 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 HIBL and IVV?
At least 36.6% of IVV's money is in holdings HIBL also owns. Our book for HIBL is partial, so the real figure is this or higher. They hold 94 positions in common, counted across the 102 positions we hold weights for in HIBL and 505 in IVV.
Which pays a higher dividend, HIBL or IVV?
HIBL yields 1.45% while IVV yields 1.06%, so HIBL currently pays the higher dividend yield.
Is IVV better than HIBL?
IVV has a lower expense ratio. HIBL led over 1Y, 3Y and the full window, IVV over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.