IVV vs LOFD
iShares Core S&P 500 ETF vs Direxion Daily SpaceX Bear 2X ETF
Which is better, IVV or LOFD?
Large Cap Blend against Trading-Inverse Equity.
IVV has a lower expense ratio.
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 | LOFD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.97% |
| AUM | $876.4B | $1M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 2 |
| YTD Return | +11.51%Best | -45.50% |
| 1Y Return | +15.96% | - |
| 3Y Return (annualized) | +21.01% | - |
| 5Y Return (annualized) | +12.66% | - |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Equity |
| Inception | May 15, 2000 | Aug 6, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs LOFD 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 LOFD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily SpaceX Bear 2X ETF (LOFD) is an ETF from Direxion Shares ETF Trust. Year to date, IVV is up 11.51% versus a loss of 45.50% for LOFD.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while LOFD charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for LOFD.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in LOFD, totalling 99.3% and 96.2% 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 2 in LOFD, against full books of 508 and 2.
What only one of them owns
Measured across the 490 and 2 positions we hold weights for.
IVV holds 482 positions LOFD does not, 98.6% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
You are not choosing between two funds in isolation.
Whichever of IVV and LOFD 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 LOFD?
IVV has an expense ratio of 0.03% while LOFD charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.
Which pays a higher dividend, IVV or LOFD?
IVV yields 1.06% while LOFD yields 0.00%, so IVV currently pays the higher dividend yield.
Is LOFD better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.