IVV vs LULG

IVV vs LULG

Which is better, IVV or LULG?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): IVV

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

MetricIVVLULG
Expense Ratio0.03%Best0.75%
AUM$896.5B$10M
Dividend Yield1.10%0.00%
Holdings50810
YTD Return+13.90%Best-83.83%
1Y Return+17.37%Best-75.48%
3Y Return (annualized)+22.55%-
5Y Return (annualized)+13.17%-
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Nov 5, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs LULG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs LULG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Leverage Shares 2X Long LULU Daily ETF (LULG) is an ETF from Leverage Shares. Over the past year IVV returned +17.37% while LULG returned -75.48%. Year to date, IVV is up 13.90% versus a loss of 83.83% for LULG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while LULG charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for LULG.

You are not choosing between two funds in isolation.

Whichever of IVV and LULG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVLULG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or LULG?

IVV has an expense ratio of 0.03% while LULG charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, IVV or LULG?

Over the past year IVV returned +17.37% vs -75.48% for LULG, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, IVV or LULG?

IVV yields 1.10% while LULG yields 0.00%, so IVV currently pays the higher dividend yield.

Is LULG better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.