IVV vs MULL

Quick Verdict

IVV has a lower expense ratio. MULL delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: MULLMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMULLWinner
Expense Ratio0.03%1.50%
AUM$865.2B$509M
Dividend Yield1.09%0.04%
Holdings5082
YTD Return+13.80%+312.13%
1Y Return+23.01%+2045.64%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%224.8%
Max Drawdown-56.5%-72.3%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Nov 11, 2024

IVV vs MULL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Long MU Daily ETF (MULL) is a ETF from GraniteShares. Over the past year IVV returned +23.01% while MULL returned +2045.64%. Year to date, IVV is up 13.80% versus a gain of 312.13% for MULL.

Risk: Volatility and Drawdowns

MULL has been the more volatile fund, with annualized monthly volatility of 224.8% 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 -72.3% for MULL. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while MULL 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 0.04% for MULL.

Holdings Overlap

0.6%overlap

IVV and MULL share 1 holdings out of 505 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in MULLDifference
NUVL0.62%66.67%66.05%

Frequently Asked Questions

Which is cheaper, IVV or MULL?

IVV has an expense ratio of 0.03% while MULL 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 MULL?

Over the past year IVV returned +23.01% vs +2045.64% for MULL, so MULL leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +452.81% for MULL. Past performance does not guarantee future results.

Which is riskier, IVV or MULL?

MULL has been the more volatile fund at 224.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MULL -72.3%.

Should I hold both IVV and MULL?

IVV and MULL have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and MULL?

IVV and MULL share 1 common holdings with a 0.6% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, IVV or MULL?

IVV yields 1.09% while MULL yields 0.04%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.