IVV vs UGLD
iShares Core S&P 500 ETF vs Direxion Daily Gold Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UGLD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.07% | |
| AUM | $886.7B | $9M | |
| Dividend Yield | 1.10% | 0.23% | |
| Holdings | 508 | 8 | |
| YTD Return | +13.86% | -3.88% | |
| 1Y Return | +21.57% | - | |
| 3Y Return (annualized) | +21.48% | - | |
| 5Y Return (annualized) | +12.88% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -25.0% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | May 27, 2026 |
IVV vs UGLD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily Gold Bull 2X ETF (UGLD) is a ETF from Direxion Shares ETF Trust. Year to date, IVV is up 13.86% versus a loss of 3.88% for UGLD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -25.0% for UGLD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while UGLD charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.23% for UGLD.
Holdings Overlap
IVV and UGLD share 0 holdings out of 508 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 UGLD?
IVV has an expense ratio of 0.03% while UGLD charges 1.07%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
What is the holdings overlap between IVV and UGLD?
IVV and UGLD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or UGLD?
IVV yields 1.10% while UGLD yields 0.23%, so IVV currently pays the higher dividend yield.
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