IVV vs OSCX
iShares Core S&P 500 ETF vs Defiance Daily Target 2X Long OSCR ETF
Which is better, IVV or OSCX?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. OSCX led over 1Y and the full window.
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
| Metric | IVV | OSCX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.32% |
| AUM | $896.5B | $20M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 18 |
| YTD Return | +13.59% | +211.46%Best |
| 1Y Return | +17.54% | +28.04%Best |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 12.7%Best | 165.8% |
| Max Drawdown | -8.9%Best | -84.5% |
| $10,000 over 1.1 years | $11,922 | $16,659Best |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Sep 24, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 25, 2025 to Oct 14, 2026 (1.1 years).
IVV vs OSCX 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 covers the 1.1 years both funds cover.
IVV vs OSCX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Defiance Daily Target 2X Long OSCR ETF (OSCX) is an ETF from Defiance ETFs, LLC. Over the past year IVV returned +17.54% while OSCX returned +28.04%. Year to date, IVV is up 13.59% versus a gain of 211.46% for OSCX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OSCX has been the more volatile fund, with annualized monthly volatility of 165.8% compared with 12.7% 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 -8.9% for IVV and -84.5% for OSCX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OSCX charges 1.32%. On a $10,000 position that is $3 vs $132 annually, a gap of $129 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for OSCX.
Holdings Overlap
We hold position weights for 506 holdings in IVV and 1 in OSCX, totalling 99.9% and 7.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 506 positions we hold weights for in IVV and 1 in OSCX, against full books of 508 and 18.
You are not choosing between two funds in isolation.
Whichever of IVV and OSCX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or OSCX?
IVV has an expense ratio of 0.03% while OSCX charges 1.32%. IVV is the cheaper option, by $129 a year on a $10,000 investment.
Which performed better, IVV or OSCX?
Over the past year IVV returned +17.54% vs +28.04% for OSCX, so OSCX leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +17.33% vs +59.04% for OSCX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OSCX?
OSCX has been the more volatile fund at 165.8% annualized versus 12.7% for IVV. Worst drawdown: IVV -8.9% vs OSCX -84.5%.
Should I hold both IVV and OSCX?
IVV and OSCX have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or OSCX?
IVV yields 1.10% while OSCX yields 0.00%, so IVV currently pays the higher dividend yield.
Is OSCX better than IVV?
IVV has a lower expense ratio. OSCX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.