IVV vs JDST
iShares Core S&P 500 ETF vs Direxion Daily Junior Gold Miners Index Bear 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | JDST | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.92% | |
| AUM | $907.0B | $31M | |
| Dividend Yield | 1.10% | 5.95% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.22% | -57.42% | |
| 1Y Return | +21.62% | -86.72% | |
| 3Y Return (annualized) | +22.17% | -74.69% | |
| 5Y Return (annualized) | +13.42% | -60.73% | |
| Volatility (annualized) | 15.1% | 96.6% | |
| Max Drawdown | -56.5% | -100.0% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 3, 2013 |
IVV vs JDST Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Junior Gold Miners Index Bear 2X ETF (JDST) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.62% while JDST returned -86.72%. Year to date, IVV is up 13.22% versus a loss of 57.42% for JDST.
Over three years, IVV compounded at +22.17% per year against -74.69% for JDST; over five years the annualized figures are +13.42% and -60.73% respectively. Across the full 13-year window we track, IVV has the edge at +7.02% annualized vs -70.40%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDST has been the more volatile fund, with annualized monthly volatility of 96.6% 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 -56.5% for IVV and -100.0% for JDST. 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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
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
IVV and JDST share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $89 per year of difference.
Which performed better, IVV or JDST?
Over the past year IVV returned +21.62% vs -86.72% for JDST, so IVV leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +7.02% vs -70.40% for JDST. Past performance does not guarantee future results.
Which is riskier, IVV or JDST?
JDST has been the more volatile fund at 96.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs JDST -100.0%.
Should I hold both IVV and JDST?
IVV and JDST have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and JDST?
IVV and JDST share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
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.
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