IVV vs QBTX
iShares Core S&P 500 ETF vs Tradr 2X Long QBTS Daily 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 | QBTX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.30% | |
| AUM | $865.2B | $86M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 6 | |
| YTD Return | +14.50% | -74.34% | |
| 1Y Return | +22.02% | -67.52% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 334.4% | |
| Max Drawdown | -56.5% | -95.5% | |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 24, 2025 |
IVV vs QBTX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long QBTS Daily ETF (QBTX) is a ETF from Tradr ETFs. Over the past year IVV returned +22.02% while QBTX returned -67.52%. Year to date, IVV is up 14.50% versus a loss of 74.34% for QBTX.
Risk: Volatility and Drawdowns
QBTX has been the more volatile fund, with annualized monthly volatility of 334.4% 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 -95.5% for QBTX. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while QBTX charges 1.30%. On a $10,000 position that is $3 vs $130 annually, a gap of $127 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for QBTX.
Holdings Overlap
IVV and QBTX 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 QBTX?
IVV has an expense ratio of 0.03% while QBTX charges 1.30%. IVV is the cheaper option. On a $10,000 investment, that is $127 per year of difference.
Which performed better, IVV or QBTX?
Over the past year IVV returned +22.02% vs -67.52% for QBTX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs +18.00% for QBTX. Past performance does not guarantee future results.
Which is riskier, IVV or QBTX?
QBTX has been the more volatile fund at 334.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QBTX -95.5%.
Should I hold both IVV and QBTX?
IVV and QBTX have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QBTX?
IVV and QBTX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or QBTX?
IVV yields 1.09% while QBTX yields 0.00%, so IVV currently pays the higher dividend yield.
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