IVV vs TECL

Quick Verdict

IVV has a lower expense ratio. TECL delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TECLMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTECLWinner
Expense Ratio0.03%0.87%
AUM$865.2B$5.0B
Dividend Yield1.09%3.62%
Holdings50886
YTD Return+13.80%+74.66%
1Y Return+23.01%+110.20%
3Y Return (annualized)+21.77%+68.02%
5Y Return (annualized)+13.39%+29.34%
Volatility (annualized)15.1%60.0%
Max Drawdown-56.5%-78.0%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 15, 2000Dec 17, 2008

IVV vs TECL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Technology Bull 3X ETF (TECL) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +23.01% while TECL returned +110.20%. Year to date, IVV is up 13.80% versus a gain of 74.66% for TECL.

Over three years, IVV compounded at +21.77% per year against +68.02% for TECL; over five years the annualized figures are +13.39% and +29.34% respectively. Across the full 14-year window we track, TECL has the edge at +44.74% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TECL has been the more volatile fund, with annualized monthly volatility of 60.0% 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 -78.0% for TECL. 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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while TECL charges 0.87%. On a $10,000 position that is $3 vs $87 annually, a gap of $84 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.62% for TECL.

Holdings Overlap

36.7%overlap

IVV and TECL share 73 holdings out of 510 unique holdings combined, representing a 36.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TECLDifference
NVDA7.76%10.05%2.29%
AAPL7.44%8.80%1.36%
MSFT4.57%5.83%1.26%
AVGOProProPro
MUProProPro
AMDProProPro
INTCProProPro
AMATProProPro
CSCOProProPro
KLACProProPro
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Frequently Asked Questions

Which is cheaper, IVV or TECL?

IVV has an expense ratio of 0.03% while TECL charges 0.87%. IVV is the cheaper option. On a $10,000 investment, that is $84 per year of difference.

Which performed better, IVV or TECL?

Over the past year IVV returned +23.01% vs +110.20% for TECL, so TECL leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +7.04% vs +44.74% for TECL. Past performance does not guarantee future results.

Which is riskier, IVV or TECL?

TECL has been the more volatile fund at 60.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TECL -78.0%.

Should I hold both IVV and TECL?

IVV and TECL have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TECL?

IVV and TECL share 73 common holdings with a 36.7% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, IVV or TECL?

IVV yields 1.09% while TECL yields 3.62%, so TECL currently pays the higher dividend yield.

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