IVV vs. HIBL
Compare and contrast key facts about iShares Core S&P 500 ETF (IVV) and Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL).
IVV and HIBL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. HIBL is a passively managed fund by Direxion that tracks the performance of the S&P 500 High Beta Index (300%). It was launched on Nov 7, 2019. Both IVV and HIBL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IVV vs. HIBL - Performance Comparison
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IVV vs. HIBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 4.80% |
HIBL Direxion Daily S&P 500 High Beta Bull 3X Shares | -6.14% | 60.38% | -0.40% | 81.02% | -68.24% | 129.14% | -24.96% | 21.45% |
Returns By Period
In the year-to-date period, IVV achieves a -3.67% return, which is significantly higher than HIBL's -6.14% return.
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
HIBL
- 1D
- 3.15%
- 1M
- -15.20%
- YTD
- -6.14%
- 6M
- 2.41%
- 1Y
- 133.35%
- 3Y*
- 27.73%
- 5Y*
- 1.55%
- 10Y*
- —
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IVV vs. HIBL - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than HIBL's 1.12% expense ratio.
Return for Risk
IVV vs. HIBL — Risk / Return Rank
IVV
HIBL
IVV vs. HIBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IVV | HIBL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.49 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.13 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 3.12 | -1.58 |
Martin ratioReturn relative to average drawdown | 7.28 | 11.78 | -4.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVV | HIBL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.49 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.02 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.10 | +0.32 |
Correlation
The correlation between IVV and HIBL is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IVV vs. HIBL - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.22%, less than HIBL's 2.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
HIBL Direxion Daily S&P 500 High Beta Bull 3X Shares | 2.46% | 2.43% | 0.82% | 0.69% | 0.00% | 0.06% | 0.19% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IVV vs. HIBL - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, smaller than the maximum HIBL drawdown of -88.27%. Use the drawdown chart below to compare losses from any high point for IVV and HIBL.
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Drawdown Indicators
| IVV | HIBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -88.27% | +33.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -44.08% | +32.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -81.58% | +57.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | — | — |
Current DrawdownCurrent decline from peak | -5.57% | -26.76% | +21.19% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -45.22% | +34.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 11.69% | -9.14% |
Volatility
IVV vs. HIBL - Volatility Comparison
The current volatility for iShares Core S&P 500 ETF (IVV) is 5.34%, while Direxion Daily S&P 500 High Beta Bull 3X Shares (HIBL) has a volatility of 25.93%. This indicates that IVV experiences smaller price fluctuations and is considered to be less risky than HIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | HIBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 25.93% | -20.59% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 53.24% | -43.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 90.33% | -72.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 81.88% | -64.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 92.41% | -74.38% |