IVV vs PLTZ
iShares Core S&P 500 ETF vs Defiance Daily Target 2X Short PLTR ETF
Which is better, IVV or PLTZ?
Large Cap Blend against Leverage Strategy.
IVV has a lower expense ratio. IVV led over 1Y and 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 | PLTZ |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.29% |
| AUM | $876.4B | $52M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 16 |
| YTD Return | +14.15%Best | -69.73% |
| 1Y Return | +17.31%Best | -71.90% |
| 3Y Return (annualized) | +23.17% | - |
| 5Y Return (annualized) | +13.85% | - |
| Volatility (annualized) | 11.8%Best | 113.6% |
| Max Drawdown | -8.9%Best | -88.0% |
| $10,000 over 1.3 years | $13,159Best | $1,183 |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Leverage Strategy |
| Inception | May 15, 2000 | Jun 5, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 6, 2025 to Sep 21, 2026 (1.3 years).
IVV vs PLTZ 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 covers the 1.3 years both funds cover.
IVV vs PLTZ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Short PLTR ETF (PLTZ) is an ETF from Defiance ETFs, LLC. Over the past year IVV returned +17.31% while PLTZ returned -71.90%. Year to date, IVV is up 14.15% versus a loss of 69.73% for PLTZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTZ has been the more volatile fund, with annualized monthly volatility of 113.6% compared with 11.8% 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 -8.9% for IVV and -88.0% for PLTZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.20. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while PLTZ charges 1.29%. On a $10,000 position that is $3 vs $129 annually, a gap of $126 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for PLTZ.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in PLTZ, totalling 99.3% and 11.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in PLTZ, against full books of 508 and 16.
You are not choosing between two funds in isolation.
Whichever of IVV and PLTZ 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 PLTZ?
IVV has an expense ratio of 0.03% while PLTZ charges 1.29%. IVV is the cheaper option, by $126 a year on a $10,000 investment.
Which performed better, IVV or PLTZ?
Over the past year IVV returned +17.31% vs -71.90% for PLTZ, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +23.51% vs -80.64% for PLTZ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PLTZ?
PLTZ has been the more volatile fund at 113.6% annualized versus 11.8% for IVV. Worst drawdown: IVV -8.9% vs PLTZ -88.0%.
Should I hold both IVV and PLTZ?
IVV and PLTZ have a monthly-return correlation of -0.20, 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 PLTZ?
IVV yields 1.06% while PLTZ yields 0.00%, so IVV currently pays the higher dividend yield.
Is PLTZ better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.