IVV vs TSLS

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVTSLSWinner
Expense Ratio0.03%0.95%
AUM$865.2B$84M
Dividend Yield1.09%3.08%
Holdings5089
YTD Return+13.80%+21.69%
1Y Return+23.01%-10.19%
3Y Return (annualized)+21.77%-30.72%
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%60.0%
Max Drawdown-56.5%-90.7%
Fund FamilyiShares by BlackRock (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionMay 15, 2000Aug 9, 2022

IVV vs TSLS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily TSLA Bear 1X ETF (TSLS) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +23.01% while TSLS returned -10.19%. Year to date, IVV is up 13.80% versus a gain of 21.69% for TSLS.

Over three years, IVV compounded at +21.77% per year against -30.72% for TSLS. Across the full 4-year window we track, IVV has the edge at +7.04% annualized vs -26.68%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TSLS has been the more volatile fund, with annualized monthly volatility of 60.0% 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 -90.7% for TSLS. 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 -0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while TSLS charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.08% for TSLS.

Holdings Overlap

0.0%overlap

IVV and TSLS share 0 holdings out of 509 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 TSLS?

IVV has an expense ratio of 0.03% while TSLS charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, IVV or TSLS?

Over the past year IVV returned +23.01% vs -10.19% for TSLS, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs -26.68% for TSLS. Past performance does not guarantee future results.

Which is riskier, IVV or TSLS?

TSLS has been the more volatile fund at 60.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TSLS -90.7%.

Should I hold both IVV and TSLS?

IVV and TSLS have a monthly-return correlation of -0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and TSLS?

IVV and TSLS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or TSLS?

IVV yields 1.09% while TSLS yields 3.08%, so TSLS currently pays the higher dividend yield.

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