IVV vs LMTS
iShares Core S&P 500 ETF vs Direxion Daily LMT Bear 1X ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | LMTS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.01% | |
| AUM | $907.0B | $1M | |
| Dividend Yield | 1.10% | 2.77% | |
| Holdings | 508 | 7 | |
| YTD Return | +12.28% | -21.02% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -38.8% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Aug 6, 2025 |
IVV vs LMTS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily LMT Bear 1X ETF (LMTS) is a ETF from Direxion Shares ETF Trust. Year to date, IVV is up 12.28% versus a loss of 21.02% for LMTS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -38.8% for LMTS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while LMTS charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.77% for LMTS.
Holdings Overlap
IVV and LMTS share 0 holdings out of 508 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 LMTS?
IVV has an expense ratio of 0.03% while LMTS charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
What is the holdings overlap between IVV and LMTS?
IVV and LMTS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or LMTS?
IVV yields 1.10% while LMTS yields 2.77%, so LMTS currently pays the higher dividend yield.
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