IVV vs OSCG

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVOSCGWinner
Expense Ratio0.03%0.75%
AUM$865.2B$2M
Dividend Yield1.09%0.00%
Holdings5086
YTD Return+13.80%+220.07%
1Y Return+23.70%-
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-71.3%
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
InceptionMay 15, 2000Nov 5, 2025

IVV vs OSCG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leverage Shares 2X Long OSCR Daily ETF (OSCG) is a ETF from Leverage Shares. Year to date, IVV is up 13.80% versus a gain of 220.07% for OSCG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -71.3% for OSCG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while OSCG 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 1.09% against 0.00% for OSCG.

Holdings Overlap

0.0%overlap

IVV and OSCG 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 OSCG?

IVV has an expense ratio of 0.03% while OSCG charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between IVV and OSCG?

IVV and OSCG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or OSCG?

IVV yields 1.09% while OSCG yields 0.00%, so IVV currently pays the higher dividend yield.

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