IVV vs TSL

IVV vs TSL

Which is better, IVV or TSL?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window.

Lower Fees: IVVHigher Returns: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVTSL
Expense Ratio0.03%Best1.15%
AUM$886.7B$11M
Dividend Yield1.10%0.00%
Holdings5082
YTD Return+13.39%Best-26.96%
1Y Return+20.08%Best-1.71%
3Y Return (annualized)+21.29%Best+3.58%
5Y Return (annualized)+12.88%-
Volatility (annualized)14.2%Best73.7%
Max Drawdown-18.8%Best-74.5%
$10,000 over 4.1 years$19,911Best$8,571
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Aug 9, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 4, 2026 (4.1 years).

IVV vs TSL growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.1 years both funds cover.

IVV vs TSL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares 1.25x Long TSLA Daily ETF (TSL) is an ETF from GraniteShares. Over the past year IVV returned +20.08% while TSL returned -1.71%. Year to date, IVV is up 13.39% versus a loss of 26.96% for TSL.

Over three years, IVV compounded at +21.29% per year against +3.58% for TSL. Across the full 4-year window we track, IVV has the edge at +18.29% annualized vs -3.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSL has been the more volatile fund, with annualized monthly volatility of 73.7% compared with 14.2% 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 -18.8% for IVV and -74.5% for TSL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while TSL charges 1.15%. On a $10,000 position that is $3 vs $115 annually, a gap of $112 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for TSL.

Holdings Overlap

IVV already in TSL1.4%

At least 1.4% of IVV's money is in holdings TSL also owns.

Stated as a floor: for TSL, our book for it covers 55.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

IVV and TSL share little of their money.

1 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in TSL, against full books of 508 and 2.

Top Shared Holdings

StockWeight in IVVWeight in TSLDifference
TSLATesla Motors Inc1.36%55.55%54.19%

You are not choosing between two funds in isolation.

Whichever of IVV and TSL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVTSL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TSL?

IVV has an expense ratio of 0.03% while TSL charges 1.15%. IVV is the cheaper option, by $112 a year on a $10,000 investment.

Which performed better, IVV or TSL?

Over the past year IVV returned +20.08% vs -1.71% for TSL, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +18.29% vs -3.69% for TSL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TSL?

TSL has been the more volatile fund at 73.7% annualized versus 14.2% for IVV. Worst drawdown: IVV -18.8% vs TSL -74.5%.

Should I hold both IVV and TSL?

IVV and TSL have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and TSL?

At least 1.4% of IVV's money is in holdings TSL also owns. Our book for TSL is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in TSL.

Which pays a higher dividend, IVV or TSL?

IVV yields 1.10% while TSL yields 0.00%, so IVV currently pays the higher dividend yield.

Is TSL better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.