IVV vs METU
iShares Core S&P 500 ETF vs Direxion Daily META Bull 2X ETF
Which is better, IVV or METU?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | METU |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.02% |
| AUM | $876.4B | $479M |
| Dividend Yield | 1.06% | 4.44% |
| Holdings | 508 | 10 |
| YTD Return | +11.57%Best | -19.28% |
| 1Y Return | +17.57%Best | -43.49% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.0%Best | 63.4% |
| Max Drawdown | -18.8%Best | -63.9% |
| $10,000 over 2.3 years | $14,667Best | $9,744 |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Jun 5, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 5, 2024 to Sep 10, 2026 (2.3 years).
IVV vs METU 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 covers the 2.3 years both funds cover.
IVV vs METU Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily META Bull 2X ETF (METU) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.57% while METU returned -43.49%. Year to date, IVV is up 11.57% versus a loss of 19.28% for METU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
METU has been the more volatile fund, with annualized monthly volatility of 63.4% compared with 12.0% 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 -18.8% for IVV and -63.9% for METU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while METU charges 1.02%. On a $10,000 position that is $3 vs $102 annually, a gap of $99 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.44% for METU.
Holdings Overlap
At least 1.9% of IVV's money is in holdings METU also owns.
Stated as a floor: for METU, our book for it covers 77.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and METU share little of their money.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 4 in METU, against full books of 508 and 10.
Top Shared Holdings
| Stock | Weight in IVV | Weight in METU | Difference |
|---|---|---|---|
| METAMeta Platforms, Inc. | 1.94% | 16.62% | 14.68% |
You are not choosing between two funds in isolation.
Whichever of IVV and METU 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 METU?
IVV has an expense ratio of 0.03% while METU charges 1.02%. IVV is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, IVV or METU?
Over the past year IVV returned +17.57% vs -43.49% for METU, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.12% vs -1.12% for METU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or METU?
METU has been the more volatile fund at 63.4% annualized versus 12.0% for IVV. Worst drawdown: IVV -18.8% vs METU -63.9%.
Should I hold both IVV and METU?
IVV and METU have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and METU?
At least 1.9% of IVV's money is in holdings METU also owns. Our book for METU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 505 positions we hold weights for in IVV and 4 in METU.
Which pays a higher dividend, IVV or METU?
IVV yields 1.06% while METU yields 4.44%, so METU currently pays the higher dividend yield.
Is METU better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.