IVV vs TSDD

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTSDDWinner
Expense Ratio0.03%0.95%
AUM$865.2B$31M
Dividend Yield1.09%9.29%
Holdings5082
YTD Return+13.72%+25.99%
1Y Return+21.64%-39.12%
3Y Return (annualized)+21.55%-69.79%
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%101.6%
Max Drawdown-56.5%-99.0%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Aug 21, 2023

IVV vs TSDD Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 2x Short TSLA Daily ETF (TSDD) is a ETF from GraniteShares. Over the past year IVV returned +21.64% while TSDD returned -39.12%. Year to date, IVV is up 13.72% versus a gain of 25.99% for TSDD.

Over three years, IVV compounded at +21.55% per year against -69.79% for TSDD. Across the full 3-year window we track, IVV has the edge at +7.04% annualized vs -69.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSDD has been the more volatile fund, with annualized monthly volatility of 101.6% 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 -99.0% for TSDD. 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 -0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSDD charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 9.29% for TSDD.

Holdings Overlap

0.0%overlap

IVV and TSDD share 1 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TSDDDifference
TSLA1.65%-199.97%201.62%

Frequently Asked Questions

Which is cheaper, IVV or TSDD?

IVV has an expense ratio of 0.03% while TSDD charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, IVV or TSDD?

Over the past year IVV returned +21.64% vs -39.12% for TSDD, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.04% vs -69.79% for TSDD. Past performance does not guarantee future results.

Which is riskier, IVV or TSDD?

TSDD has been the more volatile fund at 101.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSDD -99.0%.

Should I hold both IVV and TSDD?

IVV and TSDD have a monthly-return correlation of -0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSDD?

IVV and TSDD share 1 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, IVV or TSDD?

IVV yields 1.09% while TSDD yields 9.29%, so TSDD currently pays the higher dividend yield.

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