IVV vs NVDX
iShares Core S&P 500 ETF vs T-Rex 2X Long NVIDIA Daily Target ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NVDX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.05% | |
| AUM | $907.0B | $462M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 13 | |
| YTD Return | +12.71% | +7.30% | |
| 1Y Return | +21.89% | +8.92% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 80.5% | |
| Max Drawdown | -56.5% | -68.2% | |
| Fund Family | iShares by BlackRock (US) | REX Shares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 18, 2023 |
IVV vs NVDX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and T-Rex 2X Long NVIDIA Daily Target ETF (NVDX) is a ETF from REX Shares. Over the past year IVV returned +21.89% while NVDX returned +8.92%. Year to date, IVV is up 12.71% versus a gain of 7.30% for NVDX.
Risk: Volatility and Drawdowns
NVDX has been the more volatile fund, with annualized monthly volatility of 80.5% 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 -68.2% for NVDX. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while NVDX charges 1.05%. On a $10,000 position that is $3 vs $105 annually, a gap of $102 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for NVDX.
Frequently Asked Questions
Which is cheaper, IVV or NVDX?
IVV has an expense ratio of 0.03% while NVDX charges 1.05%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
Which performed better, IVV or NVDX?
Over the past year IVV returned +21.89% vs +8.92% for NVDX, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.00% vs +113.61% for NVDX. Past performance does not guarantee future results.
Which is riskier, IVV or NVDX?
NVDX has been the more volatile fund at 80.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NVDX -68.2%.
Should I hold both IVV and NVDX?
IVV and NVDX have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or NVDX?
IVV yields 1.10% while NVDX yields 0.00%, so IVV currently pays the higher dividend yield.
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