IVV vs TBXU
iShares Core S&P 500 ETF vs Direxion Daily Biotech Top 5 Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. TBXU delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TBXU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.98% | |
| AUM | $907.0B | $3M | |
| Dividend Yield | 1.10% | 1.82% | |
| Holdings | 508 | 10 | |
| YTD Return | +12.71% | +44.73% | |
| 1Y Return | +21.89% | +70.25% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -26.5% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 1, 2025 |
IVV vs TBXU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Biotech Top 5 Bull 2X ETF (TBXU) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.89% while TBXU returned +70.25%. Year to date, IVV is up 12.71% versus a gain of 44.73% for TBXU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -26.5% for TBXU. 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 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 1.10% against 1.82% for TBXU.
Holdings Overlap
IVV and TBXU share 4 holdings out of 508 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $95 per year of difference.
Which performed better, IVV or TBXU?
Over the past year IVV returned +21.89% vs +70.25% for TBXU, so TBXU leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and TBXU?
IVV and TBXU share 4 common holdings with a 0.8% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or TBXU?
IVV yields 1.10% while TBXU yields 1.82%, so TBXU currently pays the higher dividend yield.
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