IVV vs MCHU

IVV vs MCHU

Which is better, IVV or MCHU?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y, MCHU over the full window.

Lower Fees: IVVHigher Returns: split

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

MetricIVVMCHU
Expense Ratio0.03%Best1.30%
AUM$876.4B$424,618.5
Dividend Yield1.06%0.00%
Holdings5084
YTD Return+12.39%Best-48.58%
1Y Return+16.61%Best-48.58%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)15.6%Best24806.3%
Max Drawdown-52.9%Best-96.3%
$10,000 over 18.7 years$57,154$3,154,778Best
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000May 27, 2026

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 18.7 years row, are measured over the window both funds cover: Jan 3, 2008 to Sep 18, 2026 (18.7 years).

IVV vs MCHU 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 MCHU Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Long MCHP Daily ETF (MCHU) is an ETF from Tradr ETFs. Over the past year IVV returned +16.61% while MCHU returned -48.58%. Year to date, IVV is up 12.39% versus a loss of 48.58% for MCHU.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCHU has been the more volatile fund, with annualized monthly volatility of 24806.3% compared with 15.6% 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 -52.9% for IVV and -96.3% for MCHU. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.13. They move largely independently of each other.

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 1.06% against 0.00% for MCHU.

You are not choosing between two funds in isolation.

Whichever of IVV and MCHU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVMCHU

Free for up to 10 holdings. No account needed.

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, by $127 a year on a $10,000 investment.

Which performed better, IVV or MCHU?

Over the past year IVV returned +16.61% vs -48.58% for MCHU, so IVV leads on 1-year performance. Over the longest common window we track (19 years), IVV annualized +9.77% vs +36.03% for MCHU. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or MCHU?

MCHU has been the more volatile fund at 24806.3% annualized versus 15.6% for IVV. Worst drawdown: IVV -52.9% vs MCHU -96.3%.

Should I hold both IVV and MCHU?

IVV and MCHU have a monthly-return correlation of 0.13, 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 MCHU?

IVV yields 1.06% while MCHU yields 0.00%, so IVV currently pays the higher dividend yield.

Is MCHU better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, MCHU over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.