IVV vs UNHU
iShares Core S&P 500 ETF vs Direxion Daily UNH Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UNHU | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.97% | |
| AUM | $907.0B | $4M | |
| Dividend Yield | 1.10% | 0.46% | |
| Holdings | 508 | 8 | |
| YTD Return | +12.71% | +94.39% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -23.4% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 25, 2026 |
IVV vs UNHU Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily UNH Bull 2X ETF (UNHU) is a ETF from Direxion Shares ETF Trust. Year to date, IVV is up 12.71% versus a gain of 94.39% for UNHU.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -23.4% for UNHU. 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 UNHU charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.46% for UNHU.
Holdings Overlap
IVV and UNHU share 1 holdings out of 508 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in UNHU | Difference |
|---|---|---|---|
| UNH | 0.61% | 13.08% | 12.47% |
Frequently Asked Questions
Which is cheaper, IVV or UNHU?
IVV has an expense ratio of 0.03% while UNHU charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
What is the holdings overlap between IVV and UNHU?
IVV and UNHU share 1 common holdings with a 0.6% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or UNHU?
IVV yields 1.10% while UNHU yields 0.46%, so IVV currently pays the higher dividend yield.
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