IVV vs MCHU

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMCHUWinner
Expense Ratio0.03%1.30%
AUM$865.2B$281,398.2
Dividend Yield1.09%0.00%
Holdings5080
YTD Return+13.43%-36.47%
1Y Return+22.61%-36.47%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%25057.8%
Max Drawdown-56.5%-96.3%
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
InceptionMay 15, 2000May 27, 2026

IVV vs MCHU Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long MCHP Daily ETF (MCHU) is a ETF from Tradr ETFs. Over the past year IVV returned +22.61% while MCHU returned -36.47%. Year to date, IVV is up 13.43% versus a loss of 36.47% for MCHU.

Risk: Volatility and Drawdowns

MCHU has been the more volatile fund, with annualized monthly volatility of 25057.8% 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 -96.3% for MCHU. 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 0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while MCHU charges 1.30%. On a $10,000 position that is $3 vs $130 annually, a gap of $127 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for MCHU.

Frequently Asked Questions

Which is cheaper, IVV or MCHU?

IVV has an expense ratio of 0.03% while MCHU charges 1.30%. IVV is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, IVV or MCHU?

Over the past year IVV returned +22.61% vs -36.47% for MCHU, so IVV leads on 1-year performance. Over the longest common window we track (19 years), IVV annualized +7.03% vs +37.82% for MCHU. Past performance does not guarantee future results.

Which is riskier, IVV or MCHU?

MCHU has been the more volatile fund at 25057.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MCHU -96.3%.

Should I hold both IVV and MCHU?

IVV and MCHU have a monthly-return correlation of 0.13, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or MCHU?

IVV yields 1.09% while MCHU yields 0.00%, so IVV currently pays the higher dividend yield.

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