IVV vs NVDD

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNVDDWinner
Expense Ratio0.03%1.01%
AUM$865.2B$21M
Dividend Yield1.09%2.67%
Holdings5089
YTD Return+13.43%-16.96%
1Y Return+22.61%-20.67%
3Y Return (annualized)+21.47%-49.26%
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%32.3%
Max Drawdown-56.5%-88.3%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 15, 2000Sep 13, 2023

IVV vs NVDD Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily NVDA Bear 1X ETF (NVDD) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +22.61% while NVDD returned -20.67%. Year to date, IVV is up 13.43% versus a loss of 16.96% for NVDD.

Over three years, IVV compounded at +21.47% per year against -49.26% for NVDD. Across the full 3-year window we track, IVV has the edge at +7.03% annualized vs -49.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NVDD has been the more volatile fund, with annualized monthly volatility of 32.3% 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 -88.3% for NVDD. 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 -0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while NVDD charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.67% for NVDD.

Holdings Overlap

0.0%overlap

IVV and NVDD share 0 holdings out of 509 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 NVDD?

IVV has an expense ratio of 0.03% while NVDD charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, IVV or NVDD?

Over the past year IVV returned +22.61% vs -20.67% for NVDD, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs -49.26% for NVDD. Past performance does not guarantee future results.

Which is riskier, IVV or NVDD?

NVDD has been the more volatile fund at 32.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NVDD -88.3%.

Should I hold both IVV and NVDD?

IVV and NVDD have a monthly-return correlation of -0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and NVDD?

IVV and NVDD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or NVDD?

IVV yields 1.09% while NVDD yields 2.67%, so NVDD currently pays the higher dividend yield.

Get Full ETF Analytics

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