IVV vs XOMZ
iShares Core S&P 500 ETF vs Direxion Daily XOM Bear 1X ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | XOMZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.01% | |
| AUM | $907.0B | $2M | |
| Dividend Yield | 1.10% | 4.36% | |
| Holdings | 508 | 7 | |
| YTD Return | +12.71% | -21.60% | |
| 1Y Return | +21.89% | -31.53% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 23.1% | |
| Max Drawdown | -56.5% | -41.9% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 23, 2025 |
IVV vs XOMZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily XOM Bear 1X ETF (XOMZ) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +21.89% while XOMZ returned -31.53%. Year to date, IVV is up 12.71% versus a loss of 21.60% for XOMZ.
Risk: Volatility and Drawdowns
XOMZ has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -41.9% for XOMZ. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while XOMZ charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.36% for XOMZ.
Holdings Overlap
IVV and XOMZ share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or XOMZ?
IVV has an expense ratio of 0.03% while XOMZ charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, IVV or XOMZ?
Over the past year IVV returned +21.89% vs -31.53% for XOMZ, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, IVV or XOMZ?
XOMZ has been the more volatile fund at 23.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XOMZ -41.9%.
Should I hold both IVV and XOMZ?
IVV and XOMZ have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XOMZ?
IVV and XOMZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or XOMZ?
IVV yields 1.10% while XOMZ yields 4.36%, so XOMZ currently pays the higher dividend yield.
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