IVV vs MSTP
iShares Core S&P 500 ETF vs GraniteShares 2x Long MSTR Daily ETF
Which is better, IVV or MSTP?
Large Cap Blend against Trading-Leveraged Equity.
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 | MSTP |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.50% |
| AUM | $876.4B | $13M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 2 |
| YTD Return | +12.39%Best | -50.81% |
| 1Y Return | +16.61%Best | -91.75% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.0%Best | 148.0% |
| Max Drawdown | -8.9%Best | -98.4% |
| $10,000 over 1.3 years | $12,918Best | $546 |
| Fund Family | iShares by BlackRock (US) | GraniteShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Jun 9, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 10, 2025 to Sep 18, 2026 (1.3 years).
IVV vs MSTP 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 1.3 years both funds cover.
IVV vs MSTP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares 2x Long MSTR Daily ETF (MSTP) is an ETF from GraniteShares. Over the past year IVV returned +16.61% while MSTP returned -91.75%. Year to date, IVV is up 12.39% versus a loss of 50.81% for MSTP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MSTP has been the more volatile fund, with annualized monthly volatility of 148.0% 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 -8.9% for IVV and -98.4% for MSTP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
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 1.06% against 0.00% for MSTP.
You are not choosing between two funds in isolation.
Whichever of IVV and MSTP 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 MSTP?
IVV has an expense ratio of 0.03% while MSTP charges 1.50%. IVV is the cheaper option, by $147 a year on a $10,000 investment.
Which performed better, IVV or MSTP?
Over the past year IVV returned +16.61% vs -91.75% for MSTP, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.77% vs -89.32% for MSTP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MSTP?
MSTP has been the more volatile fund at 148.0% annualized versus 12.0% for IVV. Worst drawdown: IVV -8.9% vs MSTP -98.4%.
Should I hold both IVV and MSTP?
IVV and MSTP have a monthly-return correlation of 0.48, 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 MSTP?
IVV yields 1.06% while MSTP yields 0.00%, so IVV currently pays the higher dividend yield.
Is MSTP 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.