IVV vs STSM
iShares Core S&P 500 ETF vs Defiance Daily Target 2X Short TSM ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | STSM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.31% | |
| AUM | $907.0B | $1M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 7 | |
| YTD Return | +12.28% | -59.39% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -76.2% | |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Nov 17, 2025 |
IVV vs STSM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Short TSM ETF (STSM) is a ETF from Defiance ETFs, LLC. Year to date, IVV is up 12.28% versus a loss of 59.39% for STSM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -76.2% for STSM. 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 STSM charges 1.31%. On a $10,000 position that is $3 vs $131 annually, a gap of $128 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for STSM.
Holdings Overlap
IVV and STSM 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 STSM?
IVV has an expense ratio of 0.03% while STSM charges 1.31%. IVV is the cheaper option. On a $10,000 investment, that is $128 per year of difference.
What is the holdings overlap between IVV and STSM?
IVV and STSM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or STSM?
IVV yields 1.10% while STSM yields 0.00%, so IVV currently pays the higher dividend yield.
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