IVV vs JNUG
iShares Core S&P 500 ETF vs Direxion Daily Junior Gold Miners Index Bull 2X ETF
Which is better, IVV or JNUG?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over the full window, JNUG over 1Y, 3Y and 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 | IVV | JNUG |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.03% |
| AUM | $876.4B | $492M |
| Dividend Yield | 1.06% | 1.51% |
| Holdings | 508 | 7 |
| YTD Return | +11.57%Best | -10.57% |
| 1Y Return | +17.57% | +40.63%Best |
| 3Y Return (annualized) | +20.71% | +87.05%Best |
| 5Y Return (annualized) | +12.80% | +26.00%Best |
| Volatility (annualized) | 14.5%Best | 112.6% |
| Max Drawdown | -33.9% | - |
| $10,000 over 5 years | $18,262 | $31,758Best |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged 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 10, 2026 (12.9 years).
IVV vs JNUG 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 JNUG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Junior Gold Miners Index Bull 2X ETF (JNUG) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.57% while JNUG returned +40.63%. Year to date, IVV is up 11.57% versus a loss of 10.57% for JNUG.
Over three years, IVV compounded at +20.71% per year against +87.05% for JNUG; over five years the annualized figures are +12.80% and +26.00% respectively. Across the full 13-year window we track, IVV has the edge at +13.03% annualized vs -33.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JNUG has been the more volatile fund, with annualized monthly volatility of 112.6% 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 0.24. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while JNUG charges 1.03%. On a $10,000 position that is $3 vs $103 annually, a gap of $100 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.51% for JNUG.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 3 in JNUG, totalling 100.0% and 115.4% 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 505 positions we hold weights for in IVV and 3 in JNUG, against full books of 508 and 7.
You are not choosing between two funds in isolation.
Whichever of IVV and JNUG 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 JNUG?
IVV has an expense ratio of 0.03% while JNUG charges 1.03%. IVV is the cheaper option, by $100 a year on a $10,000 investment.
Which performed better, IVV or JNUG?
Over the past year IVV returned +17.57% vs +40.63% for JNUG, so JNUG leads on 1-year performance. Over the longest common window we track (13 years), IVV annualized +13.03% vs -33.70% for JNUG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or JNUG?
JNUG has been the more volatile fund at 112.6% annualized versus 14.5% for IVV.
Should I hold both IVV and JNUG?
IVV and JNUG have a monthly-return correlation of 0.24, 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 JNUG?
IVV yields 1.06% while JNUG yields 1.51%, so JNUG currently pays the higher dividend yield.
Is JNUG better than IVV?
IVV has a lower expense ratio. IVV led over the full window, JNUG over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.