IVV vs PLTU
iShares Core S&P 500 ETF vs Direxion Daily PLTR Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PLTU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.97% | |
| AUM | $865.2B | $374M | |
| Dividend Yield | 1.09% | 68.54% | |
| Holdings | 508 | 9 | |
| YTD Return | +14.50% | -16.90% | |
| 1Y Return | +22.02% | -39.26% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 120.5% | |
| Max Drawdown | -56.5% | -79.4% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 11, 2024 |
IVV vs PLTU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily PLTR Bull 2X ETF (PLTU) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +22.02% while PLTU returned -39.26%. Year to date, IVV is up 14.50% versus a loss of 16.90% for PLTU.
Risk: Volatility and Drawdowns
PLTU has been the more volatile fund, with annualized monthly volatility of 120.5% 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 -79.4% for PLTU. 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 68.54% for PLTU.
Holdings Overlap
IVV and PLTU share 1 holdings out of 509 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PLTU | Difference |
|---|---|---|---|
| PLTR | 0.47% | 24.40% | 23.93% |
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. On a $10,000 investment, that is $94 per year of difference.
Which performed better, IVV or PLTU?
Over the past year IVV returned +22.02% vs -39.26% for PLTU, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.07% vs +74.61% for PLTU. Past performance does not guarantee future results.
Which is riskier, IVV or PLTU?
PLTU has been the more volatile fund at 120.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PLTU -79.4%.
Should I hold both IVV and PLTU?
IVV and PLTU have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PLTU?
IVV and PLTU share 1 common holdings with a 0.5% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or PLTU?
IVV yields 1.09% while PLTU yields 68.54%, so PLTU currently pays the higher dividend yield.
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