IVV vs UBOT
iShares Core S&P 500 ETF vs Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UBOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.32% | |
| AUM | $907.0B | $27M | |
| Dividend Yield | 1.10% | 1.14% | |
| Holdings | 508 | 8 | |
| YTD Return | +12.28% | -13.04% | |
| 1Y Return | +20.94% | +3.23% | |
| 3Y Return (annualized) | +21.81% | +9.83% | |
| 5Y Return (annualized) | +13.05% | -10.94% | |
| Volatility (annualized) | 15.1% | 60.1% | |
| Max Drawdown | -56.5% | -86.1% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 19, 2018 |
IVV vs UBOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +20.94% while UBOT returned +3.23%. Year to date, IVV is up 12.28% versus a loss of 13.04% for UBOT.
Over three years, IVV compounded at +21.81% per year against +9.83% for UBOT; over five years the annualized figures are +13.05% and -10.94% respectively. Across the full 8-year window we track, IVV has the edge at +6.98% annualized vs -8.30%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBOT has been the more volatile fund, with annualized monthly volatility of 60.1% 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 -86.1% for UBOT. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while UBOT charges 1.32%. On a $10,000 position that is $3 vs $132 annually, a gap of $129 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.14% for UBOT.
Holdings Overlap
IVV and UBOT 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 UBOT?
IVV has an expense ratio of 0.03% while UBOT charges 1.32%. IVV is the cheaper option. On a $10,000 investment, that is $129 per year of difference.
Which performed better, IVV or UBOT?
Over the past year IVV returned +20.94% vs +3.23% for UBOT, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +6.98% vs -8.30% for UBOT. Past performance does not guarantee future results.
Which is riskier, IVV or UBOT?
UBOT has been the more volatile fund at 60.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs UBOT -86.1%.
Should I hold both IVV and UBOT?
IVV and UBOT have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and UBOT?
IVV and UBOT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or UBOT?
IVV yields 1.10% while UBOT yields 1.14%, so UBOT currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.