IVV vs OOTO

IVV vs OOTO

Which is better, IVV or OOTO?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVOOTO
Expense Ratio0.03%Best1.07%
AUM$876.4B$6M
Dividend Yield1.06%1.27%
Holdings50854
Volatility (annualized)16.4%Best51.9%
Max Drawdown-24.5%Best-66.9%
$10,000 over 4.1 years$15,903Best$7,732
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Jun 10, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 414 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 11, 2026 and OOTO through Jul 24, 2025.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jun 10, 2021 to Jul 24, 2025 (4.1 years).

Risk: Volatility and Drawdowns

OOTO has been the more volatile fund, with annualized monthly volatility of 51.9% compared with 16.4% 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 -24.5% for IVV and -66.9% for OOTO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while OOTO charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.27% for OOTO.

You are not choosing between two funds in isolation.

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

IVVOOTO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or OOTO?

IVV has an expense ratio of 0.03% while OOTO charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.

Which is riskier, IVV or OOTO?

OOTO has been the more volatile fund at 51.9% annualized versus 16.4% for IVV. Worst drawdown: IVV -24.5% vs OOTO -66.9%.

Should I hold both IVV and OOTO?

IVV and OOTO have a monthly-return correlation of 0.76, 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 OOTO?

IVV yields 1.06% while OOTO yields 1.27%, so OOTO currently pays the higher dividend yield.

Is OOTO better than IVV?

IVV has a lower expense ratio. IVV 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.