IVV vs TEXU
iShares Core S&P 500 ETF vs Direxion Daily Energy Top 5 Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. TEXU delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TEXU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.98% | |
| AUM | $907.0B | $3M | |
| Dividend Yield | 1.10% | 1.37% | |
| Holdings | 508 | 11 | |
| YTD Return | +12.28% | +76.34% | |
| 1Y Return | +20.94% | +77.43% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -31.7% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Oct 1, 2025 |
IVV vs TEXU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Energy Top 5 Bull 2X ETF (TEXU) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +20.94% while TEXU returned +77.43%. Year to date, IVV is up 12.28% versus a gain of 76.34% for TEXU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -31.7% for TEXU. 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 TEXU 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 1.37% for TEXU.
Holdings Overlap
IVV and TEXU share 5 holdings out of 507 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or TEXU?
IVV has an expense ratio of 0.03% while TEXU 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 TEXU?
Over the past year IVV returned +20.94% vs +77.43% for TEXU, so TEXU leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and TEXU?
IVV and TEXU share 5 common holdings with a 2.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or TEXU?
IVV yields 1.10% while TEXU yields 1.37%, so TEXU currently pays the higher dividend yield.
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