IVV vs MUD
iShares Core S&P 500 ETF vs Direxion Daily MU Bear 1X ETF
Which is better, IVV or MUD?
Opposite sides of the same exposure.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees.
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 | MUD |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.02% |
| AUM | $876.4B | $29M |
| Dividend Yield | 1.06% | 13.54% |
| Holdings | 508 | 9 |
| YTD Return | +12.39%Best | -81.23% |
| 1Y Return | +16.61%Best | -90.98% |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.8%Best | 66.2% |
| Max Drawdown | -18.8%Best | -97.0% |
| $10,000 over 1.9 years | $13,460Best | $457 |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Oct 10, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 10, 2024 to Sep 18, 2026 (1.9 years).
IVV vs MUD 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 1.9 years both funds cover.
IVV vs MUD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily MU Bear 1X ETF (MUD) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +16.61% while MUD returned -90.98%. Year to date, IVV is up 12.39% versus a loss of 81.23% for MUD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MUD has been the more volatile fund, with annualized monthly volatility of 66.2% compared with 12.8% 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 -97.0% for MUD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.59. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
IVV charges 0.03% per year while MUD 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 1.06% against 13.54% for MUD.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 3 in MUD, totalling 99.3% and 119.8% 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 490 positions we hold weights for in IVV and 3 in MUD, against full books of 508 and 9.
You are not choosing between two funds in isolation.
Whichever of IVV and MUD 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 MUD?
IVV has an expense ratio of 0.03% while MUD charges 1.02%. IVV is the cheaper option, by $99 a year on a $10,000 investment.
Which performed better, IVV or MUD?
Over the past year IVV returned +16.61% vs -90.98% for MUD, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.93% vs -80.30% for MUD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MUD?
MUD has been the more volatile fund at 66.2% annualized versus 12.8% for IVV. Worst drawdown: IVV -18.8% vs MUD -97.0%.
Should I hold both IVV and MUD?
IVV and MUD have a monthly-return correlation of -0.59, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, IVV or MUD?
IVV yields 1.06% while MUD yields 13.54%, so MUD currently pays the higher dividend yield.
Is MUD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two move opposite each other, correlation -0.59, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.