IVV vs NFXS
iShares Core S&P 500 ETF vs Direxion Daily NFLX Bear 1X ETF
Which is better, IVV or NFXS?
Large Cap Blend against Leverage Strategy.
IVV has a lower expense ratio. IVV led over the full window, NFXS over 1Y.
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 | NFXS |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.03% |
| AUM | $876.4B | $3M |
| Dividend Yield | 1.06% | 3.21% |
| Holdings | 508 | 8 |
| YTD Return | +11.57% | +13.69%Best |
| 1Y Return | +17.57% | +54.21%Best |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.9%Best | 35.9% |
| Max Drawdown | -18.8%Best | -50.4% |
| $10,000 over 1.9 years | $13,561Best | $8,479 |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Leverage Strategy |
| Inception | May 15, 2000 | Oct 3, 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 3, 2024 to Sep 10, 2026 (1.9 years).
IVV vs NFXS 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 NFXS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily NFLX Bear 1X ETF (NFXS) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.57% while NFXS returned +54.21%. Year to date, IVV is up 11.57% versus a gain of 13.69% for NFXS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NFXS has been the more volatile fund, with annualized monthly volatility of 35.9% compared with 12.9% 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 -50.4% for NFXS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.16. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while NFXS charges 1.03%. On a $10,000 position that is $3 vs $103 annually, a gap of $100 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 3.21% for NFXS.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 3 in NFXS, totalling 100.0% and 93.6% 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 505 positions we hold weights for in IVV and 3 in NFXS, against full books of 508 and 8.
You are not choosing between two funds in isolation.
Whichever of IVV and NFXS 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 NFXS?
IVV has an expense ratio of 0.03% while NFXS charges 1.03%. IVV is the cheaper option, by $100 a year on a $10,000 investment.
Which performed better, IVV or NFXS?
Over the past year IVV returned +17.57% vs +54.21% for NFXS, so NFXS leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.39% vs -8.32% for NFXS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NFXS?
NFXS has been the more volatile fund at 35.9% annualized versus 12.9% for IVV. Worst drawdown: IVV -18.8% vs NFXS -50.4%.
Should I hold both IVV and NFXS?
IVV and NFXS have a monthly-return correlation of -0.16, 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 NFXS?
IVV yields 1.06% while NFXS yields 3.21%, so NFXS currently pays the higher dividend yield.
Is NFXS better than IVV?
IVV has a lower expense ratio. IVV led over the full window, NFXS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.