IVV vs MSOX
iShares Core S&P 500 ETF vs AdvisorShares MSOS Daily Leveraged ETF
Which is better, IVV or MSOX?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 1Y, 3Y 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 | MSOX |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.97% |
| AUM | $876.4B | $65M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 9 |
| YTD Return | +12.51%Best | -39.00% |
| 1Y Return | +17.57%Best | -59.30% |
| 3Y Return (annualized) | +21.27%Best | -72.24% |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 14.2%Best | 162.5% |
| Max Drawdown | -18.8% | - |
| $10,000 over 4 years | $19,394Best | $52 |
| Fund Family | iShares by BlackRock (US) | AdvisorShares Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Aug 23, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Aug 24, 2022 to Sep 11, 2026 (4 years).
IVV vs MSOX 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 4 years both funds cover.
IVV vs MSOX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and AdvisorShares MSOS Daily Leveraged ETF (MSOX) is an ETF from AdvisorShares Trust. Over the past year IVV returned +17.57% while MSOX returned -59.30%. Year to date, IVV is up 12.51% versus a loss of 39.00% for MSOX.
Over three years, IVV compounded at +21.27% per year against -72.24% for MSOX. Across the full 4-year window we track, IVV has the edge at +18.01% annualized vs -73.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSOX has been the more volatile fund, with annualized monthly volatility of 162.5% compared with 14.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.22. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while MSOX charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for MSOX.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 2 in MSOX, totalling 100.0% and 66.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 2 in MSOX, against full books of 508 and 9.
You are not choosing between two funds in isolation.
Whichever of IVV and MSOX 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 MSOX?
IVV has an expense ratio of 0.03% while MSOX charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, IVV or MSOX?
Over the past year IVV returned +17.57% vs -59.30% for MSOX, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +18.01% vs -73.15% for MSOX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MSOX?
MSOX has been the more volatile fund at 162.5% annualized versus 14.2% for IVV.
Should I hold both IVV and MSOX?
IVV and MSOX have a monthly-return correlation of 0.22, 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 MSOX?
IVV yields 1.06% while MSOX yields 0.00%, so IVV currently pays the higher dividend yield.
Is MSOX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.