IVV vs PLTD
iShares Core S&P 500 ETF vs Direxion Daily PLTR Bear 1X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PLTD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.98% | |
| AUM | $865.2B | $39M | |
| Dividend Yield | 1.09% | 2.57% | |
| Holdings | 508 | 1 | |
| YTD Return | +14.50% | -25.65% | |
| 1Y Return | +22.02% | -22.80% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 55.7% | |
| Max Drawdown | -56.5% | -79.8% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 11, 2024 |
IVV vs PLTD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily PLTR Bear 1X ETF (PLTD) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +22.02% while PLTD returned -22.80%. Year to date, IVV is up 14.50% versus a loss of 25.65% for PLTD.
Risk: Volatility and Drawdowns
PLTD has been the more volatile fund, with annualized monthly volatility of 55.7% 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 -79.8% for PLTD. 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PLTD 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 2.57% for PLTD.
Holdings Overlap
IVV and PLTD share 0 holdings out of 509 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 PLTD?
IVV has an expense ratio of 0.03% while PLTD 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 PLTD?
Over the past year IVV returned +22.02% vs -22.80% for PLTD, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs -59.52% for PLTD. Past performance does not guarantee future results.
Which is riskier, IVV or PLTD?
PLTD has been the more volatile fund at 55.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PLTD -79.8%.
Should I hold both IVV and PLTD?
IVV and PLTD have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PLTD?
IVV and PLTD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or PLTD?
IVV yields 1.09% while PLTD yields 2.57%, so PLTD currently pays the higher dividend yield.
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