IVV vs VALG

IVV vs VALG

Which is better, IVV or VALG?

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

MetricIVVVALG
Expense Ratio0.03%Best0.75%
AUM$876.4B$276,572.58
Dividend Yield1.06%0.00%
Holdings5085
YTD Return+12.39%Best+0.93%
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, 2000Dec 18, 2025

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

IVV vs VALG 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 VALG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Leverage Shares 2X Long VALE Daily ETF (VALG) is an ETF from Leverage Shares. Year to date, IVV is up 12.39% versus a gain of 0.93% for VALG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while VALG 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 VALG.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in VALG, totalling 99.3% and 6.0% 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 VALG, against full books of 508 and 5.

You are not choosing between two funds in isolation.

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

IVVVALG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or VALG?

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

Which pays a higher dividend, IVV or VALG?

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

Is VALG 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.