IVV vs TSLL

IVV vs TSLL

Which is better, IVV or TSLL?

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

MetricIVVTSLL
Expense Ratio0.03%Best0.83%
AUM$886.7B$3.5B
Dividend Yield1.10%13.47%
Holdings50813
YTD Return+13.39%Best-48.71%
1Y Return+20.08%Best-23.36%
3Y Return (annualized)+21.29%Best-13.52%
5Y Return (annualized)+12.88%-
Volatility (annualized)14.2%Best104.5%
Max Drawdown-18.8%Best-82.9%
$10,000 over 4.1 years$19,911Best$4,430
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
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 TSLL 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 TSLL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily TSLA Bull 2X ETF (TSLL) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +20.08% while TSLL returned -23.36%. Year to date, IVV is up 13.39% versus a loss of 48.71% for TSLL.

Over three years, IVV compounded at +21.29% per year against -13.52% for TSLL. Across the full 4-year window we track, IVV has the edge at +18.29% annualized vs -18.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLL has been the more volatile fund, with annualized monthly volatility of 104.5% 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 -82.9% for TSLL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while TSLL charges 0.83%. On a $10,000 position that is $3 vs $83 annually, a gap of $80 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 13.47% for TSLL.

Holdings Overlap

IVV already in TSLL1.4%

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

Only one direction is shown: for TSLL, our book for it lists positions totalling 117.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

IVV and TSLL share little of their money.

1 positions in common, counted across the 505 positions we hold weights for in IVV and 4 in TSLL, against full books of 508 and 13.

Top Shared Holdings

StockWeight in IVVWeight in TSLLDifference
TSLATesla Motors Inc1.36%15.15%13.79%

You are not choosing between two funds in isolation.

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

IVVTSLL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TSLL?

IVV has an expense ratio of 0.03% while TSLL charges 0.83%. IVV is the cheaper option, by $80 a year on a $10,000 investment.

Which performed better, IVV or TSLL?

Over the past year IVV returned +20.08% vs -23.36% for TSLL, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +18.29% vs -18.01% for TSLL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or TSLL?

TSLL has been the more volatile fund at 104.5% annualized versus 14.2% for IVV. Worst drawdown: IVV -18.8% vs TSLL -82.9%.

Should I hold both IVV and TSLL?

IVV and TSLL have a monthly-return correlation of 0.38, 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 TSLL?

At least 1.4% of IVV's money is in holdings TSLL also owns. Our book for TSLL 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 4 in TSLL.

Which pays a higher dividend, IVV or TSLL?

IVV yields 1.10% while TSLL yields 13.47%, so TSLL currently pays the higher dividend yield.

Is TSLL 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.