IVV vs KTUP
iShares Core S&P 500 ETF vs T-REX 2X Long KTOS Daily Target ETF
Which is better, IVV or KTUP?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 1Y.
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 | KTUP |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.50% |
| AUM | $876.4B | $9M |
| Dividend Yield | 1.06% | 8.16% |
| Holdings | 508 | 4 |
| YTD Return | +11.03%Best | -79.27% |
| 1Y Return | +15.62%Best | -82.13% |
| 3Y Return (annualized) | +20.81% | - |
| 5Y Return (annualized) | +12.61% | - |
| Volatility (annualized) | 13.5%Best | 107.2% |
| Fund Family | iShares by BlackRock (US) | REX Shares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Sep 16, 2025 |
Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs KTUP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs KTUP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and T-REX 2X Long KTOS Daily Target ETF (KTUP) is an ETF from REX Shares. Over the past year IVV returned +15.62% while KTUP returned -82.13%. Year to date, IVV is up 11.03% versus a loss of 79.27% for KTUP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KTUP has been the more volatile fund, with annualized monthly volatility of 107.2% compared with 13.5% 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 0.23. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while KTUP charges 1.50%. On a $10,000 position that is $3 vs $150 annually, a gap of $147 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 8.16% for KTUP.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in KTUP, totalling 99.3% and 10.4% 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 490 positions we hold weights for in IVV and 1 in KTUP, against full books of 508 and 4.
You are not choosing between two funds in isolation.
Whichever of IVV and KTUP 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 KTUP?
IVV has an expense ratio of 0.03% while KTUP charges 1.50%. IVV is the cheaper option, by $147 a year on a $10,000 investment.
Which performed better, IVV or KTUP?
Over the past year IVV returned +15.62% vs -82.13% for KTUP, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KTUP?
KTUP has been the more volatile fund at 107.2% annualized versus 13.5% for IVV.
Should I hold both IVV and KTUP?
IVV and KTUP have a monthly-return correlation of 0.23, 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 KTUP?
IVV yields 1.06% while KTUP yields 8.16%, so KTUP currently pays the higher dividend yield.
Is KTUP better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.