IVV vs METU
iShares Core S&P 500 ETF vs Direxion Daily META Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | METU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.02% | |
| AUM | $907.0B | $437M | |
| Dividend Yield | 1.10% | 4.61% | |
| Holdings | 508 | 10 | |
| YTD Return | +12.71% | -40.45% | |
| 1Y Return | +21.89% | -57.19% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 62.4% | |
| Max Drawdown | -56.5% | -63.9% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 5, 2024 |
IVV vs METU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily META Bull 2X ETF (METU) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.89% while METU returned -57.19%. Year to date, IVV is up 12.71% versus a loss of 40.45% for METU.
Risk: Volatility and Drawdowns
METU has been the more volatile fund, with annualized monthly volatility of 62.4% 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 -63.9% for METU. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 4.61% for METU.
Holdings Overlap
IVV and METU share 1 holdings out of 509 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in METU | Difference |
|---|---|---|---|
| META | 2.19% | 17.67% | 15.48% |
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. On a $10,000 investment, that is $99 per year of difference.
Which performed better, IVV or METU?
Over the past year IVV returned +21.89% vs -57.19% for METU, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs -13.86% for METU. Past performance does not guarantee future results.
Which is riskier, IVV or METU?
METU has been the more volatile fund at 62.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs METU -63.9%.
Should I hold both IVV and METU?
IVV and METU have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and METU?
IVV and METU share 1 common holdings with a 2.2% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or METU?
IVV yields 1.10% while METU yields 4.61%, so METU currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.