IVV vs TBXU
iShares Core S&P 500 ETF vs Direxion Daily Biotech Top 5 Bull 2X ETF
Which is better, IVV or TBXU?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. TBXU led over 1Y.
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 | TBXU |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.98% |
| AUM | $876.4B | $6M |
| Dividend Yield | 1.06% | 1.45% |
| Holdings | 508 | 10 |
| YTD Return | +12.51% | +24.99%Best |
| 1Y Return | +17.57% | +47.03%Best |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Oct 1, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs TBXU 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 TBXU Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.57% while TBXU returned +47.03%. Year to date, IVV is up 12.51% versus a gain of 24.99% for TBXU.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while TBXU charges 0.98%. On a $10,000 position that is $3 vs $98 annually, a gap of $95 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.45% for TBXU.
Holdings Overlap
At least 0.9% of IVV's money is in holdings TBXU also owns.
Stated as a floor: for TBXU, our book for it covers 89.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
4 positions in common, counted across the 505 positions we hold weights for in IVV and 7 in TBXU, against full books of 508 and 10.
You are not choosing between two funds in isolation.
Whichever of IVV and TBXU 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 TBXU?
IVV has an expense ratio of 0.03% while TBXU charges 0.98%. IVV is the cheaper option, by $95 a year on a $10,000 investment.
Which performed better, IVV or TBXU?
Over the past year IVV returned +17.57% vs +47.03% for TBXU, so TBXU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, IVV or TBXU?
IVV yields 1.06% while TBXU yields 1.45%, so TBXU currently pays the higher dividend yield.
Is TBXU better than IVV?
IVV has a lower expense ratio. TBXU led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.