IVV vs NVIB

IVV vs NVIB

Which is better, IVV or NVIB?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVNVIB
Expense Ratio0.03%Best0.97%
AUM$876.4B$2M
Dividend Yield1.06%0.00%
Holdings5083
YTD Return+12.39%+14.00%Best
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jul 29, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs NVIB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs NVIB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion NVDA Defined Income Boost ETF (NVIB) is an ETF from Direxion Shares ETF Trust. Year to date, IVV is up 12.39% versus a gain of 14.00% for NVIB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NVIB charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for NVIB.

Holdings Overlap

IVV already in NVIB8.1%

At least 8.1% of IVV's money is in holdings NVIB also owns.

Stated as a floor: for NVIB, our book for it covers 98.4% 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 NVIB share little of their money.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 3 in NVIB, against full books of 508 and 3.

What only one of them owns

Measured across the 490 and 3 positions we hold weights for.

IVV holds 481 positions NVIB does not, 90.6% of the fund.

Largest: AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%, AVGO 2.65%

Top Shared Holdings

StockWeight in IVVWeight in NVIBDifference
NVDANvidia Corp8.07%9.14%1.07%

You are not choosing between two funds in isolation.

Whichever of IVV and NVIB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVNVIB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NVIB?

IVV has an expense ratio of 0.03% while NVIB charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.

What is the holdings overlap between IVV and NVIB?

At least 8.1% of IVV's money is in holdings NVIB also owns. Our book for NVIB 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 3 in NVIB.

Which pays a higher dividend, IVV or NVIB?

IVV yields 1.06% while NVIB yields 0.00%, so IVV currently pays the higher dividend yield.

Is NVIB better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.