IVV vs NUG

IVV vs NUG

Which is better, IVV or NUG?

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

MetricIVVNUG
Expense Ratio0.03%Best0.75%
AUM$896.5B$2M
Dividend Yield1.10%0.00%
Holdings50810
YTD Return+13.59%Best-40.96%
1Y Return+17.54%Best-31.85%
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Fund FamilyiShares by BlackRock (US)Leverage Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Nov 17, 2025

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

IVV vs NUG 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 NUG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Leverage Shares 2X Long NU Daily ETF (NUG) is an ETF from Leverage Shares. Over the past year IVV returned +17.54% while NUG returned -31.85%. Year to date, IVV is up 13.59% versus a loss of 40.96% for NUG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while NUG 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 NUG.

You are not choosing between two funds in isolation.

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

IVVNUG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or NUG?

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

Which performed better, IVV or NUG?

Over the past year IVV returned +17.54% vs -31.85% for NUG, 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 NUG?

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

Is NUG 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.