IVV vs XOMX
iShares Core S&P 500 ETF vs Direxion Daily XOM Bull 2X ETF
Which is better, IVV or XOMX?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. XOMX led over 1Y and the full window.
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 | XOMX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.07% |
| AUM | $850.0B | $8M |
| Dividend Yield | 1.09% | 1.36% |
| Holdings | 1,018 | 22 |
| YTD Return | +12.12% | +65.53%Best |
| 1Y Return | +12.53% | +73.06%Best |
| 3Y Return (annualized) | +21.54% | - |
| 5Y Return (annualized) | +11.93% | - |
| Volatility (annualized) | 11.7%Best | 55.4% |
| Max Drawdown | -8.9%Best | -39.6% |
| $10,000 over 1.6 years | $14,607 | $20,994Best |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Apr 23, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Apr 23, 2025 to Nov 11, 2026 (1.6 years).
IVV vs XOMX 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 1.6 years both funds cover.
IVV vs XOMX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Direxion Daily XOM Bull 2X ETF (XOMX) is an ETF from Direxion Shares ETF Trust. Over the past year IVV returned +12.53% while XOMX returned +73.06%. Year to date, IVV is up 12.12% versus a gain of 65.53% for XOMX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOMX has been the more volatile fund, with annualized monthly volatility of 55.4% compared with 11.7% 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 -39.6% for XOMX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.47. They move together some of the time, and apart the rest.
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 1.09% against 1.36% for XOMX.
Holdings Overlap
At least 1.1% of IVV's money is in holdings XOMX also owns.
Stated as a floor: for XOMX, our book for it covers 25.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and XOMX share little of their money.
1 positions in common, counted across the 505 positions we hold weights for in IVV and 2 in XOMX, against full books of 1,018 and 22.
Top Shared Holdings
| Stock | Weight in IVV | Weight in XOMX | Difference |
|---|---|---|---|
| XOMExxonmobil Corp. | 1.09% | 21.10% | 20.01% |
You are not choosing between two funds in isolation.
Whichever of IVV and XOMX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $104 a year on a $10,000 investment.
Which performed better, IVV or XOMX?
Over the past year IVV returned +12.53% vs +73.06% for XOMX, so XOMX leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +26.72% vs +58.97% for XOMX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or XOMX?
XOMX has been the more volatile fund at 55.4% annualized versus 11.7% for IVV. Worst drawdown: IVV -8.9% vs XOMX -39.6%.
Should I hold both IVV and XOMX?
IVV and XOMX have a monthly-return correlation of -0.47, 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 XOMX?
At least 1.1% of IVV's money is in holdings XOMX also owns. Our book for XOMX is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 505 positions we hold weights for in IVV and 2 in XOMX.
Which pays a higher dividend, IVV or XOMX?
IVV yields 1.09% while XOMX yields 1.36%, so XOMX currently pays the higher dividend yield.
Is XOMX better than IVV?
IVV has a lower expense ratio. XOMX 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.