IVV vs ORLG

IVV vs ORLG

Which is better, IVV or ORLG?

Large Cap Blend against Trading-Leveraged Equity.

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

MetricIVVORLG
Expense Ratio0.03%Best0.75%
AUM$876.4B$242,721.03
Dividend Yield1.06%0.00%
Holdings5085
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Jan 15, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 45 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 ORLG through Jul 28, 2026.

Fees and Cost Over Time

IVV charges 0.03% per year while ORLG charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for ORLG.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 1 in ORLG, totalling 100.0% and 13.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in ORLG, against full books of 508 and 5.

You are not choosing between two funds in isolation.

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

IVVORLG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ORLG?

IVV has an expense ratio of 0.03% while ORLG charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which pays a higher dividend, IVV or ORLG?

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

Is ORLG 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.