IVV vs RDTL

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVRDTLWinner
Expense Ratio0.03%1.50%
AUM$865.2B$59M
Dividend Yield1.09%0.00%
Holdings5082
YTD Return+13.72%-74.35%
1Y Return+21.64%-76.07%
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%121.9%
Max Drawdown-56.5%-85.3%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Mar 25, 2025

IVV vs RDTL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Long RDDT Daily ETF (RDTL) is a ETF from GraniteShares. Over the past year IVV returned +21.64% while RDTL returned -76.07%. Year to date, IVV is up 13.72% versus a loss of 74.35% for RDTL.

Risk: Volatility and Drawdowns

RDTL has been the more volatile fund, with annualized monthly volatility of 121.9% 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 -85.3% for RDTL. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while RDTL charges 1.50%. On a $10,000 position that is $3 vs $150 annually, a gap of $147 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for RDTL.

Holdings Overlap

0.0%overlap

IVV and RDTL 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 RDTL?

IVV has an expense ratio of 0.03% while RDTL charges 1.50%. IVV is the cheaper option. On a $10,000 investment, that is $147 per year of difference.

Which performed better, IVV or RDTL?

Over the past year IVV returned +21.64% vs -76.07% for RDTL, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs -34.32% for RDTL. Past performance does not guarantee future results.

Which is riskier, IVV or RDTL?

RDTL has been the more volatile fund at 121.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RDTL -85.3%.

Should I hold both IVV and RDTL?

IVV and RDTL have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and RDTL?

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

Which pays a higher dividend, IVV or RDTL?

IVV yields 1.09% while RDTL yields 0.00%, so IVV currently pays the higher dividend yield.

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