IVV vs REKT

IVV vs REKT
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

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

MetricIVVREKTWinner
Expense Ratio0.03%0.51%
AUM$907.0B$2M
Dividend Yield1.10%3.99%
Holdings5085
YTD Return+12.71%+2.62%
1Y Return+21.89%-35.59%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%35.3%
Max Drawdown-56.5%-54.9%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 15, 2000Jul 17, 2024

IVV vs REKT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Crypto Industry Bear 1X ETF (REKT) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.89% while REKT returned -35.59%. Year to date, IVV is up 12.71% versus a gain of 2.62% for REKT.

Risk: Volatility and Drawdowns

REKT has been the more volatile fund, with annualized monthly volatility of 35.3% 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 -54.9% for REKT. 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 -0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while REKT charges 0.51%. On a $10,000 position that is $3 vs $51 annually, a gap of $48 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.99% for REKT.

Holdings Overlap

0.0%overlap

IVV and REKT share 0 holdings out of 508 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 REKT?

IVV has an expense ratio of 0.03% while REKT charges 0.51%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, IVV or REKT?

Over the past year IVV returned +21.89% vs -35.59% for REKT, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs -16.34% for REKT. Past performance does not guarantee future results.

Which is riskier, IVV or REKT?

REKT has been the more volatile fund at 35.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs REKT -54.9%.

Should I hold both IVV and REKT?

IVV and REKT have a monthly-return correlation of -0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and REKT?

IVV and REKT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, IVV or REKT?

IVV yields 1.10% while REKT yields 3.99%, so REKT currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free