IVV vs SHPD
IVV vs SHPD
iShares Core S&P 500 ETF vs Direxion Daily SHOP Bear 1X ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SHPD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.03% | |
| AUM | $865.2B | $3M | |
| Dividend Yield | 1.09% | 1.59% | |
| Holdings | 508 | 8 | |
| YTD Return | +13.80% | +29.65% | |
| 1Y Return | +23.70% | - | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -25.2% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Aug 6, 2025 |
IVV vs SHPD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily SHOP Bear 1X ETF (SHPD) is a ETF from Direxion Shares ETF Trust. Year to date, IVV is up 13.80% versus a gain of 29.65% for SHPD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -25.2% for SHPD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while SHPD charges 1.03%. On a $10,000 position that is $3 vs $103 annually, a gap of $100 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.59% for SHPD.
Holdings Overlap
IVV and SHPD share 0 holdings out of 509 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 SHPD?
IVV has an expense ratio of 0.03% while SHPD charges 1.03%. IVV is the cheaper option. On a $10,000 investment, that is $100 per year of difference.
What is the holdings overlap between IVV and SHPD?
IVV and SHPD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or SHPD?
IVV yields 1.09% while SHPD yields 1.59%, so SHPD currently pays the higher dividend yield.
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