IVV vs TPOR
iShares Core S&P 500 ETF vs Direxion Daily Transportation Bull 3X ETF
Quick Verdict
IVV has a lower expense ratio. TPOR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | TPOR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $907.0B | $20M | |
| Dividend Yield | 1.10% | 0.57% | |
| Holdings | 508 | 51 | |
| YTD Return | +12.76% | +36.07% | |
| 1Y Return | +20.63% | +52.83% | |
| 3Y Return (annualized) | +21.71% | +14.27% | |
| 5Y Return (annualized) | +12.87% | +1.96% | |
| Volatility (annualized) | 15.1% | 67.1% | |
| Max Drawdown | -56.5% | -87.8% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 3, 2017 |
IVV vs TPOR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Transportation Bull 3X ETF (TPOR) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +20.63% while TPOR returned +52.83%. Year to date, IVV is up 12.76% versus a gain of 36.07% for TPOR.
Over three years, IVV compounded at +21.71% per year against +14.27% for TPOR; over five years the annualized figures are +12.87% and +1.96% respectively. Across the full 9-year window we track, IVV has the edge at +6.99% annualized vs +6.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TPOR has been the more volatile fund, with annualized monthly volatility of 67.1% 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 -87.8% for TPOR. 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 TPOR charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.57% for TPOR.
Holdings Overlap
IVV and TPOR share 14 holdings out of 538 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or TPOR?
IVV has an expense ratio of 0.03% while TPOR charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or TPOR?
Over the past year IVV returned +20.63% vs +52.83% for TPOR, so TPOR leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +6.99% vs +6.35% for TPOR. Past performance does not guarantee future results.
Which is riskier, IVV or TPOR?
TPOR has been the more volatile fund at 67.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TPOR -87.8%.
Should I hold both IVV and TPOR?
IVV and TPOR 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 TPOR?
IVV and TPOR share 14 common holdings with a 1.4% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, IVV or TPOR?
IVV yields 1.10% while TPOR yields 0.57%, so IVV currently pays the higher dividend yield.
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