IVV vs MSFL
iShares Core S&P 500 ETF vs GraniteShares 2x Long MSFT Daily ETF
Which is better, IVV or MSFL?
IVV has been ahead.
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 | MSFL |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.15% |
| AUM | $886.7B | $74M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 2 |
| YTD Return | +13.39%Best | -2.92% |
| 1Y Return | +20.08%Best | -18.38% |
| 3Y Return (annualized) | +21.29% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 12.1%Best | 60.6% |
| Max Drawdown | -18.8%Best | -62.1% |
| $10,000 over 2.5 years | $15,555Best | $9,866 |
| Fund Family | iShares by BlackRock (US) | GraniteShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Mar 4, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 18, 2024 to Sep 4, 2026 (2.5 years).
IVV vs MSFL 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 2.5 years both funds cover.
IVV vs MSFL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares 2x Long MSFT Daily ETF (MSFL) is an ETF from GraniteShares. Over the past year IVV returned +20.08% while MSFL returned -18.38%. Year to date, IVV is up 13.39% versus a loss of 2.92% for MSFL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSFL has been the more volatile fund, with annualized monthly volatility of 60.6% compared with 12.1% 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 -18.8% for IVV and -62.1% for MSFL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while MSFL charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for MSFL.
Holdings Overlap
At least 5.4% of IVV's money is in holdings MSFL also owns.
Stated as a floor: for MSFL, our book for it covers 66.6% 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 MSFL share little of their money.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in MSFL, against full books of 508 and 2.
Top Shared Holdings
| Stock | Weight in IVV | Weight in MSFL | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 66.64% | 61.20% |
You are not choosing between two funds in isolation.
Whichever of IVV and MSFL 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 MSFL?
IVV has an expense ratio of 0.03% while MSFL charges 1.15%. IVV is the cheaper option, by $112 a year on a $10,000 investment.
Which performed better, IVV or MSFL?
Over the past year IVV returned +20.08% vs -18.38% for MSFL, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MSFL?
MSFL has been the more volatile fund at 60.6% annualized versus 12.1% for IVV. Worst drawdown: IVV -18.8% vs MSFL -62.1%.
Should I hold both IVV and MSFL?
IVV and MSFL have a monthly-return correlation of 0.56, 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 MSFL?
At least 5.4% of IVV's money is in holdings MSFL also owns. Our book for MSFL 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 1 in MSFL.
Which pays a higher dividend, IVV or MSFL?
IVV yields 1.10% while MSFL yields 0.00%, so IVV currently pays the higher dividend yield.
Is MSFL 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.