IVV vs TARK
iShares Core S&P 500 ETF vs Tradr 2X Long Innovation ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TARK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.15% | |
| AUM | $865.2B | $13M | |
| Dividend Yield | 1.09% | 30.35% | |
| Holdings | 508 | 10 | |
| YTD Return | +14.50% | -2.64% | |
| 1Y Return | +22.02% | -8.72% | |
| 3Y Return (annualized) | +21.80% | +22.60% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 85.2% | |
| Max Drawdown | -56.5% | -77.8% | |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 28, 2022 |
IVV vs TARK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Long Innovation ETF (TARK) is a ETF from Tradr ETFs. Over the past year IVV returned +22.02% while TARK returned -8.72%. Year to date, IVV is up 14.50% versus a loss of 2.64% for TARK.
Over three years, IVV compounded at +21.80% per year against +22.60% for TARK. Across the full 4-year window we track, IVV has the edge at +7.07% annualized vs -5.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TARK has been the more volatile fund, with annualized monthly volatility of 85.2% 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 -77.8% for TARK. 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while TARK charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 30.35% for TARK.
Frequently Asked Questions
Which is cheaper, IVV or TARK?
IVV has an expense ratio of 0.03% while TARK charges 1.15%. IVV is the cheaper option. On a $10,000 investment, that is $112 per year of difference.
Which performed better, IVV or TARK?
Over the past year IVV returned +22.02% vs -8.72% for TARK, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.07% vs -5.25% for TARK. Past performance does not guarantee future results.
Which is riskier, IVV or TARK?
TARK has been the more volatile fund at 85.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TARK -77.8%.
Should I hold both IVV and TARK?
IVV and TARK have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or TARK?
IVV yields 1.09% while TARK yields 30.35%, so TARK currently pays the higher dividend yield.
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