IVV vs PTIR
iShares Core S&P 500 ETF vs GraniteShares 2x Long PLTR Daily ETF
Which is better, IVV or PTIR?
Large Cap Blend against Leverage Strategy.
IVV has a lower expense ratio. IVV led over 1Y, PTIR 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 | PTIR |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.04% |
| AUM | $876.4B | $352M |
| Dividend Yield | 1.06% | 7.25% |
| Holdings | 508 | 2 |
| YTD Return | +13.32%Best | -6.65% |
| 1Y Return | +17.08%Best | -28.45% |
| 3Y Return (annualized) | +22.72% | - |
| 5Y Return (annualized) | +13.20% | - |
| Volatility (annualized) | 12.6%Best | 149.3% |
| Max Drawdown | -18.8%Best | -79.4% |
| $10,000 over 2.1 years | $14,443 | $149,217Best |
| Fund Family | iShares by BlackRock (US) | GraniteShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Leverage Strategy |
| Inception | May 15, 2000 | Sep 3, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 4, 2024 to Sep 23, 2026 (2.1 years).
IVV vs PTIR 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 PTIR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares 2x Long PLTR Daily ETF (PTIR) is an ETF from GraniteShares. Over the past year IVV returned +17.08% while PTIR returned -28.45%. Year to date, IVV is up 13.32% versus a loss of 6.65% for PTIR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PTIR has been the more volatile fund, with annualized monthly volatility of 149.3% 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 PTIR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.24. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while PTIR charges 1.04%. On a $10,000 position that is $3 vs $104 annually, a gap of $101 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.25% for PTIR.
You are not choosing between two funds in isolation.
Whichever of IVV and PTIR 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 PTIR?
IVV has an expense ratio of 0.03% while PTIR charges 1.04%. IVV is the cheaper option, by $101 a year on a $10,000 investment.
Which performed better, IVV or PTIR?
Over the past year IVV returned +17.08% vs -28.45% for PTIR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +19.13% vs +262.21% for PTIR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PTIR?
PTIR has been the more volatile fund at 149.3% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs PTIR -79.4%.
Should I hold both IVV and PTIR?
IVV and PTIR have a monthly-return correlation of 0.24, 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 PTIR?
IVV yields 1.06% while PTIR yields 7.25%, so PTIR currently pays the higher dividend yield.
Is PTIR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, PTIR over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.