IVV vs WEBL
iShares Core S&P 500 ETF vs Direxion Daily Dow Jones Internet Bull 3X ETF
Which is better, IVV or WEBL?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 1Y, 5Y and the full window, WEBL over 3Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 74.8%.
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 | WEBL |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.96% |
| AUM | $876.4B | $95M |
| Dividend Yield | 1.06% | 0.15% |
| Holdings | 508 | 47 |
| YTD Return | +12.27%Best | +12.15% |
| 1Y Return | +17.04%Best | -13.33% |
| 3Y Return (annualized) | +21.24% | +36.58%Best |
| 5Y Return (annualized) | +13.08%Best | -19.51% |
| Volatility (annualized) | 16.9%Best | 72.6% |
| Max Drawdown | -33.9%Best | -94.4% |
| $10,000 over 5 years | $18,490Best | $3,378 |
| Top 10 Weight | 37.8%Best | 74.8% |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Nov 7, 2019 |
Volatility and max drawdown are measured over the window both funds cover: Nov 7, 2019 to Sep 17, 2026 (6.9 years).
IVV vs WEBL 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 covers the 6.9 years both funds cover.
IVV vs WEBL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily Dow Jones Internet Bull 3X ETF (WEBL) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +17.04% while WEBL returned -13.33%. Year to date, IVV is up 12.27% versus a gain of 12.15% for WEBL.
Over three years, IVV compounded at +21.24% per year against +36.58% for WEBL; over five years the annualized figures are +13.08% and -19.51% respectively. Across the full 7-year window we track, IVV has the edge at +15.38% annualized vs +3.38%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WEBL has been the more volatile fund, with annualized monthly volatility of 72.6% compared with 16.9% 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 -33.9% for IVV and -94.4% for WEBL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WEBL charges 0.96%. On a $10,000 position that is $3 vs $96 annually, a gap of $93 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.15% for WEBL.
Holdings Overlap
14.5% of IVV's money is in holdings WEBL also owns. 51.6% of WEBL's money is in holdings IVV also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 490 positions we hold weights for in IVV and 43 in WEBL, against full books of 508 and 47.
What only one of them owns
Measured across the 490 and 43 positions we hold weights for.
IVV holds 458 positions WEBL does not, 84.2% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AVGO 2.65%, MU 1.63%
Top Shared Holdings
| Stock | Weight in IVV | Weight in WEBL | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 3.84% | 6.11% | 2.27% |
| METAMeta Platforms Inc | 1.90% | 5.78% | 3.88% |
| GOOGLAlphabet Inc,class A | 3.00% | 2.98% | 0.02% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.66% | 4.57% | 3.91% |
| GOOGAlphabet Inc | 2.39% | 2.38% | 0.01% |
| CRMSalesforce Inc Crm Us Equity | 0.32% | 3.88% | 3.56% |
| ANETArista Networks Inc. | 0.30% | 3.20% | 2.90% |
| BKNGBooking Holdings, Inc. | 0.23% | 3.13% | 2.90% |
| NFLXNetflix, Inc. | 0.51% | 2.53% | 2.02% |
| ORCLOracle Corp - Common | 0.38% | 2.54% | 2.16% |
51.6% of WEBL is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, IVV or WEBL?
IVV has an expense ratio of 0.03% while WEBL charges 0.96%. IVV is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, IVV or WEBL?
Over the past year IVV returned +17.04% vs -13.33% for WEBL, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +15.38% vs +3.38% for WEBL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WEBL?
WEBL has been the more volatile fund at 72.6% annualized versus 16.9% for IVV. Worst drawdown: IVV -33.9% vs WEBL -94.4%.
Should I hold both IVV and WEBL?
IVV and WEBL have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and WEBL?
51.6% of WEBL's money is in holdings IVV also owns. 51.6% of WEBL's is in holdings IVV also owns. They hold 24 positions in common, counted across the 490 positions we hold weights for in IVV and 43 in WEBL.
Which pays a higher dividend, IVV or WEBL?
IVV yields 1.06% while WEBL yields 0.15%, so IVV currently pays the higher dividend yield.
Is WEBL better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 5Y and the full window, WEBL over 3Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 74.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.