IVV vs YINN
iShares Core S&P 500 ETF vs Direxion Daily FTSE China Bull 3X 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 | YINN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.34% | |
| AUM | $907.0B | $651M | |
| Dividend Yield | 1.10% | 1.16% | |
| Holdings | 508 | 13 | |
| YTD Return | +12.28% | -36.63% | |
| 1Y Return | +20.94% | -33.17% | |
| 3Y Return (annualized) | +21.81% | +3.21% | |
| 5Y Return (annualized) | +13.05% | -30.98% | |
| Volatility (annualized) | 15.1% | 71.5% | |
| Max Drawdown | -56.5% | -98.9% | |
| Fund Family | iShares by BlackRock (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 3, 2009 |
IVV vs YINN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Direxion Daily FTSE China Bull 3X ETF (YINN) is a ETF from Direxion Shares ETF Trust. Over the past year IVV returned +20.94% while YINN returned -33.17%. Year to date, IVV is up 12.28% versus a loss of 36.63% for YINN.
Over three years, IVV compounded at +21.81% per year against +3.21% for YINN; over five years the annualized figures are +13.05% and -30.98% respectively. Across the full 17-year window we track, IVV has the edge at +6.98% annualized vs -17.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YINN has been the more volatile fund, with annualized monthly volatility of 71.5% 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 -98.9% for YINN. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while YINN charges 1.34%. On a $10,000 position that is $3 vs $134 annually, a gap of $131 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.16% for YINN.
Holdings Overlap
IVV and YINN share 0 holdings out of 510 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 YINN?
IVV has an expense ratio of 0.03% while YINN charges 1.34%. IVV is the cheaper option. On a $10,000 investment, that is $131 per year of difference.
Which performed better, IVV or YINN?
Over the past year IVV returned +20.94% vs -33.17% for YINN, so IVV leads on 1-year performance. Over the longest common window we track (17 years), IVV annualized +6.98% vs -17.46% for YINN. Past performance does not guarantee future results.
Which is riskier, IVV or YINN?
YINN has been the more volatile fund at 71.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YINN -98.9%.
Should I hold both IVV and YINN?
IVV and YINN have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and YINN?
IVV and YINN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or YINN?
IVV yields 1.10% while YINN yields 1.16%, so YINN currently pays the higher dividend yield.
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