IVV vs TSL

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTSLWinner
Expense Ratio0.03%1.15%
AUM$907.0B$10M
Dividend Yield1.10%0.00%
Holdings5082
YTD Return+14.29%-29.50%
1Y Return+21.79%-4.20%
3Y Return (annualized)+22.19%+6.31%
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%73.9%
Max Drawdown-56.5%-74.5%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Aug 9, 2022

IVV vs TSL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares 1.25x Long TSLA Daily ETF (TSL) is a ETF from GraniteShares. Over the past year IVV returned +21.79% while TSL returned -4.20%. Year to date, IVV is up 14.29% versus a loss of 29.50% for TSL.

Over three years, IVV compounded at +22.19% per year against +6.31% for TSL. Across the full 4-year window we track, IVV has the edge at +7.06% annualized vs -4.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSL has been the more volatile fund, with annualized monthly volatility of 73.9% 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 -74.5% for TSL. 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

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

1.6%overlap

IVV and TSL share 1 holdings out of 505 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in TSLDifference
TSLA1.65%55.60%53.95%

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. On a $10,000 investment, that is $112 per year of difference.

Which performed better, IVV or TSL?

Over the past year IVV returned +21.79% vs -4.20% for TSL, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.06% vs -4.59% for TSL. Past performance does not guarantee future results.

Which is riskier, IVV or TSL?

TSL has been the more volatile fund at 73.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSL -74.5%.

Should I hold both IVV and TSL?

IVV and TSL have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSL?

IVV and TSL share 1 common holdings with a 1.6% weight overlap. Combined, they hold 505 unique securities.

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.

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