IVV vs QBTX

IVV vs QBTX

Which is better, IVV or QBTX?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVQBTX
Expense Ratio0.03%Best1.31%
AUM$876.4B$62M
Dividend Yield1.06%0.00%
Holdings5086
YTD Return+11.57%Best-84.54%
1Y Return+17.57%Best-72.43%
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Volatility (annualized)12.3%Best327.0%
Max Drawdown-8.9%Best-95.9%
$10,000 over 1.4 years$14,053Best$7,435
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Apr 24, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 25, 2025 to Sep 10, 2026 (1.4 years).

IVV vs QBTX 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 QBTX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Long QBTS Daily ETF (QBTX) is an ETF from Tradr ETFs. Over the past year IVV returned +17.57% while QBTX returned -72.43%. Year to date, IVV is up 11.57% versus a loss of 84.54% for QBTX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QBTX has been the more volatile fund, with annualized monthly volatility of 327.0% compared with 12.3% 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 -95.9% for QBTX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while QBTX charges 1.31%. On a $10,000 position that is $3 vs $131 annually, a gap of $128 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for QBTX.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 1 in QBTX, totalling 100.0% and 2.3% 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 505 positions we hold weights for in IVV and 1 in QBTX, against full books of 508 and 6.

You are not choosing between two funds in isolation.

Whichever of IVV and QBTX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVQBTX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or QBTX?

IVV has an expense ratio of 0.03% while QBTX charges 1.31%. IVV is the cheaper option, by $128 a year on a $10,000 investment.

Which performed better, IVV or QBTX?

Over the past year IVV returned +17.57% vs -72.43% for QBTX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +27.51% vs -19.08% for QBTX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or QBTX?

QBTX has been the more volatile fund at 327.0% annualized versus 12.3% for IVV. Worst drawdown: IVV -8.9% vs QBTX -95.9%.

Should I hold both IVV and QBTX?

IVV and QBTX have a monthly-return correlation of 0.59, 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 QBTX?

IVV yields 1.06% while QBTX yields 0.00%, so IVV currently pays the higher dividend yield.

Is QBTX 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.