IVV vs UUUG

IVV vs UUUG

Which is better, IVV or UUUG?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVUUUG
Expense Ratio0.03%Best0.75%
AUM$876.4B$12M
Dividend Yield1.06%0.00%
Holdings5086
YTD Return+12.39%Best-80.46%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Jan 13, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs UUUG 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 UUUG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Leverage Shares 2X Long UUUU Daily ETF (UUUG) is an ETF from Leverage Shares. Year to date, IVV is up 12.39% versus a loss of 80.46% for UUUG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while UUUG 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 1.06% against 0.00% for UUUG.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in UUUG, totalling 99.3% and 8.0% 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 490 positions we hold weights for in IVV and 1 in UUUG, against full books of 508 and 6.

You are not choosing between two funds in isolation.

Whichever of IVV and UUUG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVUUUG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or UUUG?

IVV has an expense ratio of 0.03% while UUUG charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which pays a higher dividend, IVV or UUUG?

IVV yields 1.06% while UUUG yields 0.00%, so IVV currently pays the higher dividend yield.

Is UUUG 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.