IVV vs MSTP
iShares Core S&P 500 ETF vs GraniteShares 2x Long MSTR Daily ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | MSTP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.50% | |
| AUM | $865.2B | $7M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 2 | |
| YTD Return | +14.50% | -77.58% | |
| 1Y Return | +22.02% | -97.10% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 115.8% | |
| Max Drawdown | -56.5% | -98.4% | |
| Fund Family | iShares by BlackRock (US) | GraniteShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 9, 2025 |
IVV vs MSTP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Long MSTR Daily ETF (MSTP) is a ETF from GraniteShares. Over the past year IVV returned +22.02% while MSTP returned -97.10%. Year to date, IVV is up 14.50% versus a loss of 77.58% for MSTP.
Risk: Volatility and Drawdowns
MSTP has been the more volatile fund, with annualized monthly volatility of 115.8% 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 -98.4% for MSTP. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while MSTP charges 1.50%. On a $10,000 position that is $3 vs $150 annually, a gap of $147 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for MSTP.
Holdings Overlap
IVV and MSTP share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or MSTP?
IVV has an expense ratio of 0.03% while MSTP charges 1.50%. IVV is the cheaper option. On a $10,000 investment, that is $147 per year of difference.
Which performed better, IVV or MSTP?
Over the past year IVV returned +22.02% vs -97.10% for MSTP, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs -95.46% for MSTP. Past performance does not guarantee future results.
Which is riskier, IVV or MSTP?
MSTP has been the more volatile fund at 115.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MSTP -98.4%.
Should I hold both IVV and MSTP?
IVV and MSTP have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and MSTP?
IVV and MSTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or MSTP?
IVV yields 1.09% while MSTP yields 0.00%, so IVV currently pays the higher dividend yield.
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