IVV vs XYZG
iShares Core S&P 500 ETF vs Leverage Shares 2X Long XYZ Daily 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 | XYZG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.78% | |
| AUM | $907.0B | $3M | |
| Dividend Yield | 1.10% | 5.39% | |
| Holdings | 508 | 6 | |
| YTD Return | +12.76% | +26.08% | |
| 1Y Return | +20.63% | -23.78% | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | 56.5% | |
| Max Drawdown | -56.5% | -69.4% | |
| Fund Family | iShares by BlackRock (US) | Leverage Shares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 4, 2025 |
IVV vs XYZG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Leverage Shares 2X Long XYZ Daily ETF (XYZG) is a ETF from Leverage Shares. Over the past year IVV returned +20.63% while XYZG returned -23.78%. Year to date, IVV is up 12.76% versus a gain of 26.08% for XYZG.
Risk: Volatility and Drawdowns
XYZG has been the more volatile fund, with annualized monthly volatility of 56.5% 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 -69.4% for XYZG. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while XYZG charges 0.78%. On a $10,000 position that is $3 vs $78 annually, a gap of $75 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.39% for XYZG.
Holdings Overlap
IVV and XYZG share 0 holdings out of 506 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 XYZG?
IVV has an expense ratio of 0.03% while XYZG charges 0.78%. IVV is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, IVV or XYZG?
Over the past year IVV returned +20.63% vs -23.78% for XYZG, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.99% vs +36.06% for XYZG. Past performance does not guarantee future results.
Which is riskier, IVV or XYZG?
XYZG has been the more volatile fund at 56.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs XYZG -69.4%.
Should I hold both IVV and XYZG?
IVV and XYZG have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and XYZG?
IVV and XYZG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or XYZG?
IVV yields 1.10% while XYZG yields 5.39%, so XYZG currently pays the higher dividend yield.
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