IVV vs NVDG
iShares Core S&P 500 ETF vs Leverage Shares 2X Long NVDA Daily ETF
Which is better, IVV or NVDG?
Large Cap Blend against Leverage Strategy.
IVV has a lower expense ratio. NVDG led over 1Y and the full window.
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 | NVDG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.76% |
| AUM | $876.4B | $42M |
| Dividend Yield | 1.06% | 10.06% |
| Holdings | 508 | 5 |
| YTD Return | +11.57% | +12.31%Best |
| 1Y Return | +17.57% | +17.77%Best |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.7%Best | 71.3% |
| Max Drawdown | -18.8%Best | -66.2% |
| $10,000 over 1.7 years | $12,740 | $14,931Best |
| Fund Family | iShares by BlackRock (US) | Leverage Shares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Leverage Strategy |
| Inception | May 15, 2000 | Dec 13, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 13, 2024 to Sep 10, 2026 (1.7 years).
IVV vs NVDG 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 1.7 years both funds cover.
IVV vs NVDG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Leverage Shares 2X Long NVDA Daily ETF (NVDG) is an ETF from Leverage Shares. Over the past year IVV returned +17.57% while NVDG returned +17.77%. Year to date, IVV is up 11.57% versus a gain of 12.31% for NVDG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDG has been the more volatile fund, with annualized monthly volatility of 71.3% compared with 12.7% 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 -66.2% for NVDG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NVDG charges 0.76%. On a $10,000 position that is $3 vs $76 annually, a gap of $73 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 10.06% for NVDG.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in NVDG, totalling 100.0% and 10.2% 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 1 in NVDG, against full books of 508 and 5.
You are not choosing between two funds in isolation.
Whichever of IVV and NVDG 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 NVDG?
IVV has an expense ratio of 0.03% while NVDG charges 0.76%. IVV is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, IVV or NVDG?
Over the past year IVV returned +17.57% vs +17.77% for NVDG, so NVDG leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +15.31% vs +26.59% for NVDG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NVDG?
NVDG has been the more volatile fund at 71.3% annualized versus 12.7% for IVV. Worst drawdown: IVV -18.8% vs NVDG -66.2%.
Should I hold both IVV and NVDG?
IVV and NVDG have a monthly-return correlation of 0.69, 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 NVDG?
IVV yields 1.06% while NVDG yields 10.06%, so NVDG currently pays the higher dividend yield.
Is NVDG better than IVV?
IVV has a lower expense ratio. NVDG led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.