IVV vs PLTU
iShares Core S&P 500 ETF vs Direxion Daily PLTR Bull 2X ETF
Which is better, IVV or PLTU?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 1Y, PLTU over the full window.
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
| Metric | IVV | PLTU |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.97% |
| AUM | $886.7B | $505M |
| Dividend Yield | 1.10% | 63.63% |
| Holdings | 508 | 10 |
| YTD Return | +12.70%Best | -26.53% |
| 1Y Return | +19.36%Best | -23.23% |
| 3Y Return (annualized) | +21.16% | - |
| 5Y Return (annualized) | +12.75% | - |
| Volatility (annualized) | 12.6%Best | 126.0% |
| Max Drawdown | -18.8%Best | -79.4% |
| $10,000 over 1.7 years | $12,797 | $22,002Best |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Dec 11, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 11, 2024 to Sep 8, 2026 (1.7 years).
IVV vs PLTU 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 PLTU Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily PLTR Bull 2X ETF (PLTU) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +19.36% while PLTU returned -23.23%. Year to date, IVV is up 12.70% versus a loss of 26.53% for PLTU.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTU has been the more volatile fund, with annualized monthly volatility of 126.0% compared with 12.6% 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 -18.8% for IVV and -79.4% for PLTU. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.14. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while PLTU 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 1.10% against 63.63% for PLTU.
Holdings Overlap
At least 0.6% of IVV's money is in holdings PLTU also owns.
Stated as a floor: for PLTU, our book for it covers 79.1% 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 504 positions we hold weights for in IVV and 4 in PLTU, against full books of 508 and 10.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PLTU | Difference |
|---|---|---|---|
| PLTRPalantir Technologies Inc | 0.55% | 22.06% | 21.51% |
You are not choosing between two funds in isolation.
Whichever of IVV and PLTU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PLTU?
IVV has an expense ratio of 0.03% while PLTU charges 0.97%. IVV is the cheaper option, by $94 a year on a $10,000 investment.
Which performed better, IVV or PLTU?
Over the past year IVV returned +19.36% vs -23.23% for PLTU, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +15.61% vs +59.02% for PLTU. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PLTU?
PLTU has been the more volatile fund at 126.0% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs PLTU -79.4%.
Should I hold both IVV and PLTU?
IVV and PLTU have a monthly-return correlation of 0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PLTU?
IVV yields 1.10% while PLTU yields 63.63%, so PLTU currently pays the higher dividend yield.
Is PLTU better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, PLTU over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.