IVV vs SBTU

IVV vs SBTU

Which is better, IVV or SBTU?

Large Cap Blend against Trading-Leveraged Equity.

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

Lower Fees: IVVHigher Returns (1Y): SBTU

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

MetricIVVSBTU
Expense Ratio0.03%Best1.50%
AUM$896.5B$5M
Dividend Yield1.10%0.00%
Holdings5083
YTD Return+13.59%+272.06%Best
1Y Return+17.54%+41.35%Best
3Y Return (annualized)+22.46%-
5Y Return (annualized)+13.28%-
Volatility (annualized)13.2%Best1793.2%
Fund FamilyiShares by BlackRock (US)REX Shares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Oct 21, 2025

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

IVV vs SBTU 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 SBTU Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and T-REX 2x Long SBET Daily Target ETF (SBTU) is an ETF from REX Shares. Over the past year IVV returned +17.54% while SBTU returned +41.35%. Year to date, IVV is up 13.59% versus a gain of 272.06% for SBTU.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SBTU has been the more volatile fund, with annualized monthly volatility of 1793.2% compared with 13.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.14. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while SBTU charges 1.50%. On a $10,000 position that is $3 vs $150 annually, a gap of $147 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for SBTU.

You are not choosing between two funds in isolation.

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

IVVSBTU

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SBTU?

IVV has an expense ratio of 0.03% while SBTU charges 1.50%. IVV is the cheaper option, by $147 a year on a $10,000 investment.

Which performed better, IVV or SBTU?

Over the past year IVV returned +17.54% vs +41.35% for SBTU, so SBTU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SBTU?

SBTU has been the more volatile fund at 1793.2% annualized versus 13.2% for IVV.

Should I hold both IVV and SBTU?

IVV and SBTU have a monthly-return correlation of 0.14, 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 SBTU?

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

Is SBTU better than IVV?

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