IVV vs XOMX
iShares Core S&P 500 ETF vs Direxion Daily XOM Bull 2X ETF
Quick Verdict
IVV has a lower expense ratio. XOMX delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XOMX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.07% | |
| AUM | $907.0B | $8M | |
| Dividend Yield | 1.10% | 1.70% | |
| Holdings | 508 | 9 | |
| YTD Return | +12.71% | +69.21% | |
| 1Y Return | +21.89% | +107.07% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 51.6% | |
| Max Drawdown | -56.5% | -39.6% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 23, 2025 |
IVV vs XOMX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily XOM Bull 2X ETF (XOMX) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.89% while XOMX returned +107.07%. Year to date, IVV is up 12.71% versus a gain of 69.21% for XOMX.
Risk: Volatility and Drawdowns
XOMX has been the more volatile fund, with annualized monthly volatility of 51.6% compared with 15.1% 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 -56.5% for IVV and -39.6% for XOMX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XOMX charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.70% for XOMX.
Holdings Overlap
IVV and XOMX share 1 holdings out of 509 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in XOMX | Difference |
|---|---|---|---|
| XOM | 0.97% | 22.98% | 22.01% |
Frequently Asked Questions
Which is cheaper, IVV or XOMX?
IVV has an expense ratio of 0.03% while XOMX charges 1.07%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, IVV or XOMX?
Over the past year IVV returned +21.89% vs +107.07% for XOMX, so XOMX leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs +75.42% for XOMX. Past performance does not guarantee future results.
Which is riskier, IVV or XOMX?
XOMX has been the more volatile fund at 51.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XOMX -39.6%.
Should I hold both IVV and XOMX?
IVV and XOMX have a monthly-return correlation of -0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XOMX?
IVV and XOMX share 1 common holdings with a 1.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or XOMX?
IVV yields 1.10% while XOMX yields 1.70%, so XOMX currently pays the higher dividend yield.
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