IVV vs UNX
iShares Core S&P 500 ETF vs Tradr 2X Long U Daily ETF
Which is better, IVV or UNX?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over the full window, UNX over 1Y.
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 | UNX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.30% |
| AUM | $882.6B | $4M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 4 |
| YTD Return | +13.60% | +26.51%Best |
| 1Y Return | +16.32% | +42.36%Best |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.03% | - |
| Volatility (annualized) | 12.7%Best | 1243.5% |
| Max Drawdown | -8.9%Best | -92.1% |
| $10,000 over 1 years | $11,747Best | $10,133 |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Sep 15, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 16, 2025 to Oct 2, 2026 (1 years).
IVV vs UNX 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 UNX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Long U Daily ETF (UNX) is an ETF from Tradr ETFs. Over the past year IVV returned +16.32% while UNX returned +42.36%. Year to date, IVV is up 13.60% versus a gain of 26.51% for UNX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UNX has been the more volatile fund, with annualized monthly volatility of 1243.5% compared with 12.7% 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 -8.9% for IVV and -92.1% for UNX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while UNX charges 1.30%. On a $10,000 position that is $3 vs $130 annually, a gap of $127 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for UNX.
You are not choosing between two funds in isolation.
Whichever of IVV and UNX 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 UNX?
IVV has an expense ratio of 0.03% while UNX charges 1.30%. IVV is the cheaper option, by $127 a year on a $10,000 investment.
Which performed better, IVV or UNX?
Over the past year IVV returned +16.32% vs +42.36% for UNX, so UNX leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +17.47% vs +1.33% for UNX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or UNX?
UNX has been the more volatile fund at 1243.5% annualized versus 12.7% for IVV. Worst drawdown: IVV -8.9% vs UNX -92.1%.
Should I hold both IVV and UNX?
IVV and UNX have a monthly-return correlation of -0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or UNX?
IVV yields 1.06% while UNX yields 0.00%, so IVV currently pays the higher dividend yield.
Is UNX better than IVV?
IVV has a lower expense ratio. IVV led over the full window, UNX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.