IVV vs PLIB

IVV vs PLIB

Which is better, IVV or PLIB?

IVV costs less.

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

MetricIVVPLIB
Expense Ratio0.03%Best0.97%
AUM$876.4B$3M
Dividend Yield1.06%1.57%
Holdings5083
YTD Return+14.15%+39.61%Best
1Y Return+17.31%-
3Y Return (annualized)+23.17%-
5Y Return (annualized)+13.85%-
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jul 29, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs PLIB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs PLIB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion PLTR Defined Income Boost ETF (PLIB) is an ETF from Direxion Shares ETF Trust. Year to date, IVV is up 14.15% versus a gain of 39.61% for PLIB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PLIB charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.57% for PLIB.

Holdings Overlap

IVV already in PLIB0.7%

At least 0.7% of IVV's money is in holdings PLIB also owns.

Stated as a floor: for PLIB, our book for it covers 94.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 3 in PLIB, against full books of 508 and 3.

Top Shared Holdings

StockWeight in IVVWeight in PLIBDifference
PLTRPalantir Technologies Inc0.65%9.36%8.71%

You are not choosing between two funds in isolation.

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

IVVPLIB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PLIB?

IVV has an expense ratio of 0.03% while PLIB charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.

Which pays a higher dividend, IVV or PLIB?

IVV yields 1.06% while PLIB yields 1.57%, so PLIB currently pays the higher dividend yield.

Is PLIB 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.