IVV vs MUIB

IVV vs MUIB

Which is better, IVV or MUIB?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVMUIB
Expense Ratio0.03%Best0.97%
AUM$882.6B$3M
Dividend Yield1.06%1.62%
Holdings50810
YTD Return+13.60%+30.52%Best
1Y Return+16.32%-
3Y Return (annualized)+23.81%-
5Y Return (annualized)+14.03%-
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jul 22, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs MUIB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs MUIB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion MU Defined Income Boost ETF (MUIB) is an ETF from Direxion Shares ETF Trust. Year to date, IVV is up 13.60% versus a gain of 30.52% for MUIB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while MUIB 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 1.62% for MUIB.

Holdings Overlap

IVV already in MUIB1.7%

At least 1.7% of IVV's money is in holdings MUIB also owns.

Stated as a floor: for MUIB, our book for it covers 97.3% 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 MUIB share little of their money.

1 positions in common, counted across the 505 positions we hold weights for in IVV and 3 in MUIB, against full books of 508 and 10.

Top Shared Holdings

StockWeight in IVVWeight in MUIBDifference
MUMicron Technology, Inc.1.66%9.11%7.45%

You are not choosing between two funds in isolation.

Whichever of IVV and MUIB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVMUIB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or MUIB?

IVV has an expense ratio of 0.03% while MUIB charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.

What is the holdings overlap between IVV and MUIB?

At least 1.7% of IVV's money is in holdings MUIB also owns. Our book for MUIB 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 3 in MUIB.

Which pays a higher dividend, IVV or MUIB?

IVV yields 1.06% while MUIB yields 1.62%, so MUIB currently pays the higher dividend yield.

Is MUIB better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.