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IVVM vs AVL

Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and DIREXION DAILY AVGO BULL 2X SHARES (AVL, ETF).

IVVM vs AVL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVVM
$167M
Winner
AVL
$167M
Expense Ratio
IVVM
0.50%
AVL
N/A
Max Drawdown
Winner
IVVM
11.89%
AVL
70.89%
Sharpe Ratio
Winner
IVVM
1.46
AVL
0.99
5Y Beta
Winner
IVVM
0.62
AVL
3.75

IVVM vs AVL - Holdings Comparison

IVVM and AVL have 0 common holdings. Overlap is 0.00%

IVVM's top 25 holdings weight is 103.67%. AVL's top 25 holdings weight is 19.45%.

RankIVVMAVL
#1
ISHARES CORE S&P 500 ETF (IVV) - 103.67%
BROADCOM INC (AVGO) - 19.45%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

IVVM vs AVL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVVM
+0.46%
AVL
-21.22%
3M
IVVM
+6.95%
Winner
AVL
+17.46%
6M
Winner
IVVM
+5.86%
AVL
-3.85%
1Y
IVVM
+14.76%
Winner
AVL
+64.68%
Max(CAGR)
IVVM
+13.97%
Winner
AVL
+62.69%

IVVM vs AVL - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearIVVMAVL
2026+5.38%+4.45%
2025+14.13%+52.92%
2024+16.48%+39.87%
2023+5.17%N/A

IVVM vs AVL Drawdown Comparison

The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The maximum drawdown for AVL was -70.63%, occurring on Apr 4, 2025. Recovery took 144 trading sessions.

The current IVVM drawdown is -0.67%. The current AVL drawdown is -39.54%.

RankIVVMAVL
#1-11.62%
Feb 19, 2025 - May 14, 2025
-70.63%
Dec 16, 2024 - Jul 17, 2025
#2-5.33%
Jul 16, 2024 - Aug 19, 2024
-53.69%
Dec 10, 2025 - May 29, 2026
#3-5.31%
Feb 2, 2026 - Apr 14, 2026
-42.49%
Jun 2, 2026 - Jun 10, 2026
#4-4.93%
Jul 28, 2023 - Nov 14, 2023
-28.11%
Oct 10, 2024 - Dec 13, 2024
#5-2.92%
Mar 28, 2024 - May 9, 2024
-23.82%
Sep 10, 2025 - Oct 29, 2025
#6-2.86%
Dec 26, 2024 - Feb 13, 2025
-23.78%
Oct 29, 2025 - Nov 26, 2025
#7-2.52%
Aug 30, 2024 - Sep 13, 2024
-14.96%
Aug 12, 2025 - Sep 5, 2025
#8-2.52%
Nov 12, 2025 - Nov 26, 2025
-11.07%
Nov 28, 2025 - Dec 9, 2025
#9-1.97%
Dec 16, 2024 - Dec 26, 2024
-9.39%
Jul 30, 2025 - Aug 7, 2025
#10-1.62%
Jun 2, 2026 - Jun 10, 2026
-6.75%
Jul 21, 2025 - Jul 24, 2025
#11-1.58%
Jan 12, 2026 - Jan 29, 2026
-5.29%
Sep 8, 2025 - Sep 10, 2025
#12-1.54%
Dec 10, 2025 - Dec 23, 2025
-2.21%
Jul 17, 2025 - Jul 21, 2025
#13-1.50%
Oct 9, 2025 - Oct 20, 2025
-0.69%
Aug 8, 2025 - Aug 12, 2025
#14-1.46%
Oct 22, 2024 - Nov 6, 2024
N/A
#15-1.36%
Jul 28, 2025 - Aug 8, 2025
N/A

Correlation

Correlation between IVVM and AVL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2024 - 2026)

IVVM vs AVL dividend yield comparison.

YearIVVMAVL
20260.00%0.56%
20250.68%29.04%
20240.62%0.22%

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