IVV vs PILL

Quick Verdict

IVV has a lower expense ratio. PILL delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: PILLMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPILLWinner
Expense Ratio0.03%0.98%
AUM$865.2B$21M
Dividend Yield1.09%0.38%
Holdings50864
YTD Return+13.43%+70.93%
1Y Return+22.61%+223.89%
3Y Return (annualized)+21.47%+29.67%
5Y Return (annualized)+13.26%+1.06%
Volatility (annualized)15.1%60.2%
Max Drawdown-56.5%-88.9%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 15, 2000Nov 15, 2017

IVV vs PILL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Pharmaceutical & Medical Bull 3X ETF (PILL) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +22.61% while PILL returned +223.89%. Year to date, IVV is up 13.43% versus a gain of 70.93% for PILL.

Over three years, IVV compounded at +21.47% per year against +29.67% for PILL; over five years the annualized figures are +13.26% and +1.06% respectively. Across the full 9-year window we track, IVV has the edge at +7.03% annualized vs -1.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PILL has been the more volatile fund, with annualized monthly volatility of 60.2% 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 -88.9% for PILL. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PILL charges 0.98%. On a $10,000 position that is $3 vs $98 annually, a gap of $95 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.38% for PILL.

Holdings Overlap

3.0%overlap

IVV and PILL share 7 holdings out of 566 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PILLDifference
LLY1.44%1.08%0.36%
JNJ0.93%1.09%0.16%
MRK0.48%1.09%0.61%
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Frequently Asked Questions

Which is cheaper, IVV or PILL?

IVV has an expense ratio of 0.03% while PILL charges 0.98%. IVV is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, IVV or PILL?

Over the past year IVV returned +22.61% vs +223.89% for PILL, so PILL leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +7.03% vs -1.21% for PILL. Past performance does not guarantee future results.

Which is riskier, IVV or PILL?

PILL has been the more volatile fund at 60.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PILL -88.9%.

Should I hold both IVV and PILL?

IVV and PILL have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PILL?

IVV and PILL share 7 common holdings with a 3.0% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, IVV or PILL?

IVV yields 1.09% while PILL yields 0.38%, so IVV currently pays the higher dividend yield.

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