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

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

IVV

DFEN

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

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

IVVMeasureDFEN

+8.4%Year to dateJan 1 → Nov 5−31.3%

+9.7%1 yearTotal return−30.7%

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

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

0.03%Expense ratio$3 · $96 a year on $10k · lower is better0.96%

1.14%Trailing 12-mo yield$114 · $1,283 a year on $10k12.83%

−8.9%Worst dropSmaller is better−55.5%

13.6%VolatilityLower is calmer71.6%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs DFEN: Top 5 Holdings

Today

IVV

27.7%in top 5

DFEN

in top 511.9%

IVVStockDFEN

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

not top 5GE4.6%

3.9%AMZNnot top 5

not top 5RTX3.6%

2.6%GOOGLnot top 5

not top 5BA1.5%

not top 5LMT1.1%

not top 5TDG1.1%

Held in common2.0%

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

IVV vs DFEN Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFENDirexion

+22.6%

5 years, per year

IVVDFENFaded: behind in that period

2–2Level

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

Core vs Leveraged: IVV vs DFEN

YTD

iSharesIVV

+8.4%

DFENDirexion

−31.3%

+8.4%Year to date−31.3%

−8.9%Worst drop · 1Y−55.5%

13.6%Volatility · 1Y71.6%

1.1%Yield12.8%

$887BAssets$282M

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