IVV vs MUZ

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMUZWinner
Expense Ratio0.03%1.31%
AUM$865.2B$11M
Dividend Yield1.09%0.00%
Holdings5081
YTD Return+13.72%-48.27%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-59.7%
Fund FamilyiShares by BlackRock (US)Defiance ETFs, LLC
CategoryEquityAlternative
InceptionMay 15, 2000Jun 8, 2026

IVV vs MUZ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Short MU ETF (MUZ) is a ETF from Defiance ETFs, LLC. Year to date, IVV is up 13.72% versus a loss of 48.27% for MUZ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -59.7% for MUZ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while MUZ charges 1.31%. On a $10,000 position that is $3 vs $131 annually, a gap of $128 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for MUZ.

Holdings Overlap

0.0%overlap

IVV and MUZ 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 MUZ?

IVV has an expense ratio of 0.03% while MUZ charges 1.31%. IVV is the cheaper option. On a $10,000 investment, that is $128 per year of difference.

What is the holdings overlap between IVV and MUZ?

IVV and MUZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or MUZ?

IVV yields 1.09% while MUZ yields 0.00%, so IVV currently pays the higher dividend yield.

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