IVV vs NVTX
iShares Core S&P 500 ETF vs Tradr 2X Long NVTS Daily 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 | NVTX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 2.81% | |
| AUM | $886.7B | $41M | |
| Dividend Yield | 1.10% | 22.70% | |
| Holdings | 508 | 4 | |
| YTD Return | +12.13% | -48.06% | |
| 1Y Return | +20.37% | -37.57% | |
| 3Y Return (annualized) | +20.91% | - | |
| 5Y Return (annualized) | +12.59% | - | |
| Volatility (annualized) | 15.1% | 313.3% | |
| Max Drawdown | -56.5% | -93.3% | |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Sep 8, 2025 |
IVV vs NVTX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long NVTS Daily ETF (NVTX) is a ETF from Tradr ETFs. Over the past year IVV returned +20.37% while NVTX returned -37.57%. Year to date, IVV is up 12.13% versus a loss of 48.06% for NVTX.
Risk: Volatility and Drawdowns
NVTX has been the more volatile fund, with annualized monthly volatility of 313.3% 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 -93.3% for NVTX. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while NVTX charges 2.81%. On a $10,000 position that is $3 vs $281 annually, a gap of $278 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 22.70% for NVTX.
Holdings Overlap
IVV and NVTX share 0 holdings out of 506 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 NVTX?
IVV has an expense ratio of 0.03% while NVTX charges 2.81%. IVV is the cheaper option. On a $10,000 investment, that is $278 per year of difference.
Which performed better, IVV or NVTX?
Over the past year IVV returned +20.37% vs -37.57% for NVTX, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, IVV or NVTX?
NVTX has been the more volatile fund at 313.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NVTX -93.3%.
Should I hold both IVV and NVTX?
IVV and NVTX have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NVTX?
IVV and NVTX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or NVTX?
IVV yields 1.10% while NVTX yields 22.70%, so NVTX currently pays the higher dividend yield.
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