Compare · 2 funds side by side · dividends reinvested

DFEN and IVV

DFENDirexion×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$27,728DFEN · best of the two

02 / 04

DFEN and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%12.83%−31.3%−30.7%+49.9%+22.6%−55.5%71.6%$282M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFEN 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Aerospace & Defense Bull 3X Shares · $282M$27,728

DFEN

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

DFENMeasureIVV

−31.3%Year to dateJan 1 → Nov 5+8.4%

−30.7%1 yearTotal return+9.7%

+49.9%3 years · per year$10,000 became $33,700 · $18,221+22.1%

+22.6%5 years · per year$10,000 became $27,728 · $17,151+11.4%

0.96%Expense ratio$96 · $3 a year on $10k · lower is better0.03%

12.83%Trailing 12-mo yield$1,283 · $114 a year on $10k1.14%

−55.5%Worst dropSmaller is better−8.9%

71.6%VolatilityLower is calmer13.6%

DFENIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEN vs IVV: Top 5 Holdings

Today

DFEN

11.9%in top 5

IVV

in top 527.7%

DFENStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.6%GEnot top 5

not top 5AMZN3.9%

3.6%RTXnot top 5

not top 5GOOGL2.6%

1.5%BAnot top 5

1.1%LMTnot top 5

1.1%TDGnot top 5

Held in common2.0%

End-of-day Nov 5, 2026 · share of each fund

DFEN vs IVV Returns, Every Period

DirexionDFEN

+22.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

DFENIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Core: DFEN vs IVV

YTD

DirexionDFEN

−31.3%

IVViShares

+8.4%

−31.3%Year to date+8.4%

−55.5%Worst drop · 1Y−8.9%

71.6%Volatility · 1Y13.6%

12.8%Yield1.1%

$282MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEN, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFEN0.96%$96

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFEN, IVV

12.83%highest, DFEN

FundTrailing yieldYield$10k

DFEN12.83%$1,283

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,187most kept, DFEN

DFEN$1,283 − $96 = $1,187

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFEN, IVV

Today

2.0%most shared, DFEN and IVV

DFENIVV

DFEN—2.0%

IVV2.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

DFENWorst drop−55.5%71.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFENIVV

−31.3%Year to date+8.4%

12.8%Yield1.1%

−30.7%Past year+9.7%

0.96%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026