IVV vs QQQD
iShares Core S&P 500 ETF vs Direxion Daily Magnificent 7 Bear 1X ETF
Which is better, IVV or QQQD?
Opposite sides of the same exposure.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two move opposite each other, correlation -0.79, so holding both offsets the exposure while paying both fees.
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 | QQQD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $30M |
| Dividend Yield | 1.06% | 3.18% |
| Holdings | 508 | 7 |
| YTD Return | +11.57%Best | -4.90% |
| 1Y Return | +17.57%Best | -11.44% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.2%Best | 21.1% |
| Max Drawdown | -18.8%Best | -49.9% |
| $10,000 over 2.5 years | $15,164Best | $5,496 |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Bear Market Strategy |
| Inception | May 15, 2000 | Mar 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 7, 2024 to Sep 10, 2026 (2.5 years).
IVV vs QQQD 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 2.5 years both funds cover.
IVV vs QQQD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Magnificent 7 Bear 1X ETF (QQQD) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.57% while QQQD returned -11.44%. Year to date, IVV is up 11.57% versus a loss of 4.90% for QQQD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQD has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 12.2% 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 -49.9% for QQQD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.79. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
IVV charges 0.03% per year while QQQD charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 3.18% for QQQD.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 3 in QQQD, totalling 100.0% and 98.1% 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 3 in QQQD, against full books of 508 and 7.
You are not choosing between two funds in isolation.
Whichever of IVV and QQQD 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 QQQD?
IVV has an expense ratio of 0.03% while QQQD charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or QQQD?
Over the past year IVV returned +17.57% vs -11.44% for QQQD, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QQQD?
QQQD has been the more volatile fund at 21.1% annualized versus 12.2% for IVV. Worst drawdown: IVV -18.8% vs QQQD -49.9%.
Should I hold both IVV and QQQD?
IVV and QQQD have a monthly-return correlation of -0.79, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, IVV or QQQD?
IVV yields 1.06% while QQQD yields 3.18%, so QQQD currently pays the higher dividend yield.
Is QQQD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two move opposite each other, correlation -0.79, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.