IVV vs ROBN
iShares Core S&P 500 ETF vs T-REX 2X Long HOOD Daily Target ETF
Which is better, IVV or ROBN?
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 | ROBN |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.05% |
| AUM | $876.4B | $102M |
| Dividend Yield | 1.06% | 8.21% |
| Holdings | 508 | 5 |
| YTD Return | +11.03%Best | -49.63% |
| 1Y Return | +15.62%Best | -61.71% |
| 3Y Return (annualized) | +20.81% | - |
| 5Y Return (annualized) | +12.61% | - |
| Volatility (annualized) | 13.1%Best | 143.4% |
| Max Drawdown | -18.8%Best | -87.3% |
| $10,000 over 1.6 years | $12,717Best | $11,776 |
| Fund Family | iShares by BlackRock (US) | REX Shares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Jan 31, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 31, 2025 to Sep 16, 2026 (1.6 years).
IVV vs ROBN 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 ROBN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and T-REX 2X Long HOOD Daily Target ETF (ROBN) is an ETF from REX Shares. Over the past year IVV returned +15.62% while ROBN returned -61.71%. Year to date, IVV is up 11.03% versus a loss of 49.63% for ROBN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROBN has been the more volatile fund, with annualized monthly volatility of 143.4% compared with 13.1% 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 -18.8% for IVV and -87.3% for ROBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while ROBN charges 1.05%. On a $10,000 position that is $3 vs $105 annually, a gap of $102 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 8.21% for ROBN.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 2 in ROBN, totalling 99.3% and 12.6% 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 490 positions we hold weights for in IVV and 2 in ROBN, against full books of 508 and 5.
You are not choosing between two funds in isolation.
Whichever of IVV and ROBN 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 ROBN?
IVV has an expense ratio of 0.03% while ROBN charges 1.05%. IVV is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, IVV or ROBN?
Over the past year IVV returned +15.62% vs -61.71% for ROBN, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +16.21% vs +10.76% for ROBN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or ROBN?
ROBN has been the more volatile fund at 143.4% annualized versus 13.1% for IVV. Worst drawdown: IVV -18.8% vs ROBN -87.3%.
Should I hold both IVV and ROBN?
IVV and ROBN have a monthly-return correlation of 0.61, 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 ROBN?
IVV yields 1.06% while ROBN yields 8.21%, so ROBN currently pays the higher dividend yield.
Is ROBN 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.