IVV vs QUBX

IVV vs QUBX
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVQUBXWinner
Expense Ratio0.03%1.30%
AUM$907.0B$27M
Dividend Yield1.10%0.00%
Holdings5086
YTD Return+12.28%-72.20%
1Y Return+20.94%-90.93%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%127.5%
Max Drawdown-56.5%-96.8%
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
InceptionMay 15, 2000Jun 23, 2025

IVV vs QUBX Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long QUBT Daily ETF (QUBX) is a ETF from Tradr ETFs. Over the past year IVV returned +20.94% while QUBX returned -90.93%. Year to date, IVV is up 12.28% versus a loss of 72.20% for QUBX.

Risk: Volatility and Drawdowns

QUBX has been the more volatile fund, with annualized monthly volatility of 127.5% 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 -96.8% for QUBX. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while QUBX 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 1.10% against 0.00% for QUBX.

Holdings Overlap

0.0%overlap

IVV and QUBX 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 QUBX?

IVV has an expense ratio of 0.03% while QUBX 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 QUBX?

Over the past year IVV returned +20.94% vs -90.93% for QUBX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.98% vs -91.82% for QUBX. Past performance does not guarantee future results.

Which is riskier, IVV or QUBX?

QUBX has been the more volatile fund at 127.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs QUBX -96.8%.

Should I hold both IVV and QUBX?

IVV and QUBX have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and QUBX?

IVV and QUBX share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or QUBX?

IVV yields 1.10% while QUBX yields 0.00%, so IVV currently pays the higher dividend yield.

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