IVV vs RGTU
iShares Core S&P 500 ETF vs Tradr 2X Long RGTI Daily ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | RGTU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.30% | |
| AUM | $907.0B | $12M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 4 | |
| YTD Return | +12.76% | -75.01% | |
| 1Y Return | +20.63% | -61.36% | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | 257.7% | |
| Max Drawdown | -56.5% | -97.9% | |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 23, 2025 |
IVV vs RGTU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long RGTI Daily ETF (RGTU) is a ETF from Tradr ETFs. Over the past year IVV returned +20.63% while RGTU returned -61.36%. Year to date, IVV is up 12.76% versus a loss of 75.01% for RGTU.
Risk: Volatility and Drawdowns
RGTU has been the more volatile fund, with annualized monthly volatility of 257.7% 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 -97.9% for RGTU. 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RGTU 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 RGTU.
Holdings Overlap
IVV and RGTU 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 RGTU?
IVV has an expense ratio of 0.03% while RGTU 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 RGTU?
Over the past year IVV returned +20.63% vs -61.36% for RGTU, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.99% vs -43.94% for RGTU. Past performance does not guarantee future results.
Which is riskier, IVV or RGTU?
RGTU has been the more volatile fund at 257.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RGTU -97.9%.
Should I hold both IVV and RGTU?
IVV and RGTU have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RGTU?
IVV and RGTU share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RGTU?
IVV yields 1.10% while RGTU yields 0.00%, so IVV currently pays the higher dividend yield.
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