IVV vs NVDU
iShares Core S&P 500 ETF vs Direxion Daily NVDA Bull 2X ETF
Which is better, IVV or NVDU?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. NVDU led over 1Y, 3Y 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 | NVDU |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.92% |
| AUM | $876.4B | $516M |
| Dividend Yield | 1.06% | 4.45% |
| Holdings | 508 | 11 |
| YTD Return | +13.32% | +19.20%Best |
| 1Y Return | +17.08% | +23.81%Best |
| 3Y Return (annualized) | +22.72% | +98.48%Best |
| 5Y Return (annualized) | +13.20% | - |
| Volatility (annualized) | 12.4%Best | 72.9% |
| Max Drawdown | -18.8%Best | -67.3% |
| $10,000 over 3 years | $17,843 | $68,158Best |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Sep 13, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 13, 2023 to Sep 23, 2026 (3 years).
IVV vs NVDU 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 3 years both funds cover.
IVV vs NVDU Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily NVDA Bull 2X ETF (NVDU) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.08% while NVDU returned +23.81%. Year to date, IVV is up 13.32% versus a gain of 19.20% for NVDU.
Over three years, IVV compounded at +22.72% per year against +98.48% for NVDU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NVDU has been the more volatile fund, with annualized monthly volatility of 72.9% compared with 12.4% 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 -67.3% for NVDU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NVDU charges 0.92%. On a $10,000 position that is $3 vs $92 annually, a gap of $89 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 4.45% for NVDU.
Holdings Overlap
At least 8.1% of IVV's money is in holdings NVDU also owns.
Stated as a floor: for NVDU, our book for it covers 97.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and NVDU share little of their money.
1 positions in common, counted across the 490 positions we hold weights for in IVV and 4 in NVDU, against full books of 508 and 11.
Top Shared Holdings
| Stock | Weight in IVV | Weight in NVDU | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 21.14% | 13.07% |
You are not choosing between two funds in isolation.
Whichever of IVV and NVDU 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 NVDU?
IVV has an expense ratio of 0.03% while NVDU charges 0.92%. IVV is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, IVV or NVDU?
Over the past year IVV returned +17.08% vs +23.81% for NVDU, so NVDU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NVDU?
NVDU has been the more volatile fund at 72.9% annualized versus 12.4% for IVV. Worst drawdown: IVV -18.8% vs NVDU -67.3%.
Should I hold both IVV and NVDU?
IVV and NVDU have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and NVDU?
At least 8.1% of IVV's money is in holdings NVDU also owns. Our book for NVDU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 490 positions we hold weights for in IVV and 4 in NVDU.
Which pays a higher dividend, IVV or NVDU?
IVV yields 1.06% while NVDU yields 4.45%, so NVDU currently pays the higher dividend yield.
Is NVDU better than IVV?
IVV has a lower expense ratio. NVDU led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.