IVV vs TSLG

IVV vs TSLG
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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

MetricIVVTSLGWinner
Expense Ratio0.03%0.80%
AUM$907.0B$44M
Dividend Yield1.10%16.80%
Holdings5085
YTD Return+12.71%-44.96%
1Y Return+21.89%-9.24%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%102.5%
Max Drawdown-56.5%-82.9%
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
InceptionMay 15, 2000Dec 13, 2024

IVV vs TSLG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leverage Shares 2X Long TSLA Daily ETF (TSLG) is a ETF from Leverage Shares. Over the past year IVV returned +21.89% while TSLG returned -9.24%. Year to date, IVV is up 12.71% versus a loss of 44.96% for TSLG.

Risk: Volatility and Drawdowns

TSLG has been the more volatile fund, with annualized monthly volatility of 102.5% 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 -82.9% for TSLG. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSLG charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 16.80% for TSLG.

Holdings Overlap

0.0%overlap

IVV and TSLG share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or TSLG?

IVV has an expense ratio of 0.03% while TSLG charges 0.80%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, IVV or TSLG?

Over the past year IVV returned +21.89% vs -9.24% for TSLG, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs -49.31% for TSLG. Past performance does not guarantee future results.

Which is riskier, IVV or TSLG?

TSLG has been the more volatile fund at 102.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSLG -82.9%.

Should I hold both IVV and TSLG?

IVV and TSLG have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSLG?

IVV and TSLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or TSLG?

IVV yields 1.10% while TSLG yields 16.80%, so TSLG currently pays the higher dividend yield.

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