IVV vs UGLD
iShares Core S&P 500 ETF vs Direxion Daily Gold Bull 2X ETF
Which is better, IVV or UGLD?
IVV costs less.
IVV has a lower expense ratio.
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
| Metric | IVV | UGLD |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.07% |
| AUM | $882.6B | $10M |
| Dividend Yield | 1.06% | 0.20% |
| Holdings | 508 | 16 |
| YTD Return | +12.76%Best | -17.27% |
| 1Y Return | +15.57% | - |
| 3Y Return (annualized) | +22.95% | - |
| 5Y Return (annualized) | +13.54% | - |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | May 27, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs UGLD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs UGLD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Gold Bull 2X ETF (UGLD) is an ETF from Direxion Shares ETF Trust. Year to date, IVV is up 12.76% versus a loss of 17.27% for UGLD.
Past performance does not guarantee future results.
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 1.06% against 0.20% for UGLD.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 3 in UGLD, totalling 99.9% and 96.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 3 in UGLD, against full books of 508 and 16.
You are not choosing between two funds in isolation.
Whichever of IVV and UGLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $104 a year on a $10,000 investment.
Which pays a higher dividend, IVV or UGLD?
IVV yields 1.06% while UGLD yields 0.20%, so IVV currently pays the higher dividend yield.
Is UGLD better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.