IVV vs RGTX
iShares Core S&P 500 ETF vs Defiance Daily Target 2X Long RGTI ETF
Which is better, IVV or RGTX?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | RGTX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.56% |
| AUM | $882.6B | $36M |
| Dividend Yield | 1.06% | 2.70% |
| Holdings | 508 | 22 |
| YTD Return | +14.21%Best | -86.30% |
| 1Y Return | +16.27%Best | -97.46% |
| 3Y Return (annualized) | +23.01% | - |
| 5Y Return (annualized) | +13.64% | - |
| Volatility (annualized) | 11.8%Best | 227.4% |
| Max Drawdown | -12.1%Best | -98.4% |
| $10,000 over 1.5 years | $13,975Best | $3,959 |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Mar 31, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 1, 2025 to Oct 8, 2026 (1.5 years).
IVV vs RGTX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs RGTX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Long RGTI ETF (RGTX) is an ETF from Defiance ETFs, LLC. Over the past year IVV returned +16.27% while RGTX returned -97.46%. Year to date, IVV is up 14.21% versus a loss of 86.30% for RGTX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RGTX has been the more volatile fund, with annualized monthly volatility of 227.4% compared with 11.8% 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 -12.1% for IVV and -98.4% for RGTX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while RGTX charges 1.56%. On a $10,000 position that is $3 vs $156 annually, a gap of $153 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.70% for RGTX.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in RGTX, totalling 99.9% and 1.7% 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 1 in RGTX, against full books of 508 and 22.
You are not choosing between two funds in isolation.
Whichever of IVV and RGTX 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 RGTX?
IVV has an expense ratio of 0.03% while RGTX charges 1.56%. IVV is the cheaper option, by $153 a year on a $10,000 investment.
Which performed better, IVV or RGTX?
Over the past year IVV returned +16.27% vs -97.46% for RGTX, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +25.00% vs -46.08% for RGTX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or RGTX?
RGTX has been the more volatile fund at 227.4% annualized versus 11.8% for IVV. Worst drawdown: IVV -12.1% vs RGTX -98.4%.
Should I hold both IVV and RGTX?
IVV and RGTX have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or RGTX?
IVV yields 1.06% while RGTX yields 2.70%, so RGTX currently pays the higher dividend yield.
Is RGTX better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.