IVV vs WULX

IVV vs WULX

Which is better, IVV or WULX?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVWULX
Expense Ratio0.03%Best1.30%
AUM$850.0B$21M
Dividend Yield1.09%0.00%
Holdings1,0188
YTD Return+8.54%Best-68.55%
1Y Return+10.97%Best-79.33%
3Y Return (annualized)+20.51%-
5Y Return (annualized)+10.97%-
Volatility (annualized)13.3%Best155.9%
Max Drawdown-8.9%Best-92.3%
$10,000 over 1 years$11,032Best$2,524
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Oct 22, 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: Oct 23, 2025 to Nov 6, 2026 (1 years).

IVV vs WULX 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 1 years both funds cover.

IVV vs WULX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Long WULF Daily ETF (WULX) is an ETF from Tradr ETFs. Over the past year IVV returned +10.97% while WULX returned -79.33%. Year to date, IVV is up 8.54% versus a loss of 68.55% for WULX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WULX has been the more volatile fund, with annualized monthly volatility of 155.9% compared with 13.3% 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 -92.3% for WULX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while WULX 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 1.09% against 0.00% for WULX.

You are not choosing between two funds in isolation.

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

IVVWULX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WULX?

IVV has an expense ratio of 0.03% while WULX charges 1.30%. IVV is the cheaper option, by $127 a year on a $10,000 investment.

Which performed better, IVV or WULX?

Over the past year IVV returned +10.97% vs -79.33% for WULX, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +10.32% vs -74.76% for WULX. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or WULX?

WULX has been the more volatile fund at 155.9% annualized versus 13.3% for IVV. Worst drawdown: IVV -8.9% vs WULX -92.3%.

Should I hold both IVV and WULX?

IVV and WULX have a monthly-return correlation of 0.73, 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 WULX?

IVV yields 1.09% while WULX yields 0.00%, so IVV currently pays the higher dividend yield.

Is WULX better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.