IVV vs RTXG
iShares Core S&P 500 ETF vs Leverage Shares 2X Long RTX Daily ETF
Quick Verdict
IVV has a lower expense ratio. RTXG delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | RTXG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.77% | |
| AUM | $865.2B | $5M | |
| Dividend Yield | 1.09% | 6.45% | |
| Holdings | 508 | 5 | |
| YTD Return | +14.50% | +25.80% | |
| 1Y Return | +22.02% | +73.00% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 40.1% | |
| Max Drawdown | -56.5% | -37.5% | |
| Fund Family | iShares by BlackRock (US) | Leverage Shares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jun 6, 2025 |
IVV vs RTXG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leverage Shares 2X Long RTX Daily ETF (RTXG) is a ETF from Leverage Shares. Over the past year IVV returned +22.02% while RTXG returned +73.00%. Year to date, IVV is up 14.50% versus a gain of 25.80% for RTXG.
Risk: Volatility and Drawdowns
RTXG has been the more volatile fund, with annualized monthly volatility of 40.1% 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 -37.5% for RTXG. 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 -0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while RTXG charges 0.77%. On a $10,000 position that is $3 vs $77 annually, a gap of $74 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 6.45% for RTXG.
Holdings Overlap
IVV and RTXG 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 RTXG?
IVV has an expense ratio of 0.03% while RTXG charges 0.77%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, IVV or RTXG?
Over the past year IVV returned +22.02% vs +73.00% for RTXG, so RTXG leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs +86.63% for RTXG. Past performance does not guarantee future results.
Which is riskier, IVV or RTXG?
RTXG has been the more volatile fund at 40.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs RTXG -37.5%.
Should I hold both IVV and RTXG?
IVV and RTXG have a monthly-return correlation of -0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and RTXG?
IVV and RTXG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or RTXG?
IVV yields 1.09% while RTXG yields 6.45%, so RTXG currently pays the higher dividend yield.
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