IVV vs PLTZ
iShares Core S&P 500 ETF vs Defiance Daily Target 2X Short PLTR 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 | PLTZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.29% | |
| AUM | $886.7B | $48M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 16 | |
| YTD Return | +12.92% | -69.29% | |
| 1Y Return | +21.22% | -78.74% | |
| 3Y Return (annualized) | +20.95% | - | |
| 5Y Return (annualized) | +12.76% | - | |
| Volatility (annualized) | 15.1% | 117.8% | |
| Max Drawdown | -56.5% | -87.8% | |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 5, 2025 |
IVV vs PLTZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Short PLTR ETF (PLTZ) is a ETF from Defiance ETFs, LLC. Over the past year IVV returned +21.22% while PLTZ returned -78.74%. Year to date, IVV is up 12.92% versus a loss of 69.29% for PLTZ.
Risk: Volatility and Drawdowns
PLTZ has been the more volatile fund, with annualized monthly volatility of 117.8% 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 -87.8% for PLTZ. 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 -0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 0.00% for PLTZ.
Holdings Overlap
IVV and PLTZ share 0 holdings out of 506 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 PLTZ?
IVV has an expense ratio of 0.03% while PLTZ charges 1.29%. IVV is the cheaper option. On a $10,000 investment, that is $126 per year of difference.
Which performed better, IVV or PLTZ?
Over the past year IVV returned +21.22% vs -78.74% for PLTZ, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs -81.86% for PLTZ. Past performance does not guarantee future results.
Which is riskier, IVV or PLTZ?
PLTZ has been the more volatile fund at 117.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PLTZ -87.8%.
Should I hold both IVV and PLTZ?
IVV and PLTZ have a monthly-return correlation of -0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PLTZ?
IVV and PLTZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or PLTZ?
IVV yields 1.10% while PLTZ yields 0.00%, so IVV currently pays the higher dividend yield.
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