IVV vs JDST
iShares Core S&P 500 ETF vs Direxion Daily Junior Gold Miners Index Bear 2X ETF
Which is better, IVV or JDST?
Large Cap Blend against Trading-Inverse Equity.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | IVV | JDST |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.92% |
| AUM | $886.7B | $38M |
| Dividend Yield | 1.10% | 5.95% |
| Holdings | 508 | 6 |
| YTD Return | +12.70%Best | -59.33% |
| 1Y Return | +19.36%Best | -81.14% |
| 3Y Return (annualized) | +21.16%Best | -74.77% |
| 5Y Return (annualized) | +12.75%Best | -60.04% |
| Volatility (annualized) | 14.5%Best | 96.3% |
| Max Drawdown | -33.9% | - |
| $10,000 over 5 years | $18,221Best | $102 |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Equity |
| Inception | May 15, 2000 | Oct 3, 2013 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 3, 2013 to Sep 8, 2026 (12.9 years).
IVV vs JDST 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 12.9 years both funds cover.
IVV vs JDST Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +19.36% while JDST returned -81.14%. Year to date, IVV is up 12.70% versus a loss of 59.33% for JDST.
Over three years, IVV compounded at +21.16% per year against -74.77% for JDST; over five years the annualized figures are +12.75% and -60.04% respectively. Across the full 13-year window we track, IVV has the edge at +13.13% annualized vs -70.36%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDST has been the more volatile fund, with annualized monthly volatility of 96.3% compared with 14.5% 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 -0.11. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while JDST charges 0.92%. On a $10,000 position that is $3 vs $92 annually, a gap of $89 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.95% for JDST.
Holdings Overlap
We hold position weights for 504 holdings in IVV and 2 in JDST, totalling 100.0% and 106.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in IVV and 2 in JDST, against full books of 508 and 6.
You are not choosing between two funds in isolation.
Whichever of IVV and JDST you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or JDST?
IVV has an expense ratio of 0.03% while JDST charges 0.92%. IVV is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, IVV or JDST?
Over the past year IVV returned +19.36% vs -81.14% for JDST, so IVV leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +13.13% vs -70.36% for JDST. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JDST?
JDST has been the more volatile fund at 96.3% annualized versus 14.5% for IVV.
Should I hold both IVV and JDST?
IVV and JDST have a monthly-return correlation of -0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or JDST?
IVV yields 1.10% while JDST yields 5.95%, so JDST currently pays the higher dividend yield.
Is JDST better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.