IVV vs UPSG
iShares Core S&P 500 ETF vs Leverage Shares 2X Long UPS Daily ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | UPSG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $865.2B | $540,294.3 | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.43% | +3.71% | |
| 1Y Return | +22.61% | - | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -37.3% | |
| Fund Family | iShares by BlackRock (US) | Leverage Shares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 11, 2025 |
IVV vs UPSG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leverage Shares 2X Long UPS Daily ETF (UPSG) is a ETF from Leverage Shares. Year to date, IVV is up 13.43% versus a gain of 3.71% for UPSG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -37.3% for UPSG. 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 UPSG charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for UPSG.
Holdings Overlap
IVV and UPSG share 0 holdings out of 506 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 UPSG?
IVV has an expense ratio of 0.03% while UPSG charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between IVV and UPSG?
IVV and UPSG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or UPSG?
IVV yields 1.09% while UPSG yields 0.00%, so IVV currently pays the higher dividend yield.
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