IVV vs TSLQ

IVV vs TSLQ
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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

MetricIVVTSLQWinner
Expense Ratio0.03%1.17%
AUM$907.0B$99M
Dividend Yield1.10%7.08%
Holdings50812
YTD Return+12.71%+1.94%
1Y Return+21.89%-56.28%
3Y Return (annualized)+22.08%-65.62%
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%88.2%
Max Drawdown-56.5%-98.7%
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
InceptionMay 15, 2000Jul 13, 2022

IVV vs TSLQ Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 2X Short TSLA Daily ETF (TSLQ) is a ETF from Tradr ETFs. Over the past year IVV returned +21.89% while TSLQ returned -56.28%. Year to date, IVV is up 12.71% versus a gain of 1.94% for TSLQ.

Over three years, IVV compounded at +22.08% per year against -65.62% for TSLQ. Across the full 4-year window we track, IVV has the edge at +7.00% annualized vs -57.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLQ has been the more volatile fund, with annualized monthly volatility of 88.2% 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 -98.7% for TSLQ. 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 -0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSLQ charges 1.17%. On a $10,000 position that is $3 vs $117 annually, a gap of $114 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 7.08% for TSLQ.

Holdings Overlap

0.0%overlap

IVV and TSLQ 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 TSLQ?

IVV has an expense ratio of 0.03% while TSLQ charges 1.17%. IVV is the cheaper option. On a $10,000 investment, that is $114 per year of difference.

Which performed better, IVV or TSLQ?

Over the past year IVV returned +21.89% vs -56.28% for TSLQ, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.00% vs -57.49% for TSLQ. Past performance does not guarantee future results.

Which is riskier, IVV or TSLQ?

TSLQ has been the more volatile fund at 88.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSLQ -98.7%.

Should I hold both IVV and TSLQ?

IVV and TSLQ have a monthly-return correlation of -0.31, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSLQ?

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

Which pays a higher dividend, IVV or TSLQ?

IVV yields 1.10% while TSLQ yields 7.08%, so TSLQ currently pays the higher dividend yield.

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