IVVM vs CURE

Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and DIREXION DAILY HEALTHCARE BULL 3X SHARES (CURE, ETF).

IVVM vs CURE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVVM(ETF)	CURE(ETF)
Net Assets	$168M	$169M
Expense Ratio	0.50%	N/A
Max Drawdown	11.89%	69.19%
Sharpe Ratio	1.34	1.14
5Y Beta	0.62	1.31
P/E Ratio	N/A	29.71
Forward P/E	N/A	19.68
5Y Dividends CAGR	N/A	116.94%
5Y EPS CAGR	N/A	11.88%
Debt to Equity	N/A	53.43%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	5.00

Net Assets

IVVM

$168M

Winner

CURE

$169M

Expense Ratio

IVVM

0.50%

CURE

N/A

Max Drawdown

Winner

IVVM

11.89%

CURE

69.19%

Sharpe Ratio

Winner

IVVM

1.34

CURE

1.14

5Y Beta

Winner

IVVM

0.62

CURE

1.31

P/E Ratio

IVVM

N/A

CURE

29.71

Forward P/E

IVVM

N/A

CURE

19.68

5Y Dividends CAGR

IVVM

N/A

CURE

116.94%

5Y EPS CAGR

IVVM

N/A

CURE

11.88%

Debt to Equity

IVVM

N/A

CURE

53.43%

P/S Ratio

IVVM

N/A

CURE

1.60

P/B Ratio

IVVM

N/A

CURE

5.00

IVVM vs CURE - Holdings Comparison

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

IVVM's top 25 holdings weight is 99.18%. CURE's top 25 holdings weight is 99.12%.

Rank	IVVM	CURE
#1	ISHARES CORE S&P 500 ETF (IVV) - 99.18%	HEALTH CARE SELECT SECTOR INDEX SWAP (n/a) - 12.57%
#2	N/A	DREYFUS GOVT CASH MAN INS (n/a) - 11.34%
#3	N/A	ELI LILLY AND CO (LLY) - 11.24%
#4	N/A	GOLDMAN FINL SQ TRSRY INST 506 (n/a) - 9.14%
#5	N/A	GOLDMAN SACHS FIN GOV 465 INSTITUT (n/a) - 7.97%
#6	N/A	JOHNSON & JOHNSON (JNJ) - 7.29%
#7	N/A	ABBVIE INC (ABBV) - 5.29%
#8	N/A	UNITEDHEALTH GROUP INC (UNH) - 4.62%
#9	N/A	MERCK & CO INC (MRK) - 3.69%
#10	N/A	CASH (n/a) - 2.76%
#11	N/A	AMGEN INC (AMGN) - 2.33%
#12	N/A	THERMO FISHER SCIENTIFIC INC (TMO) - 2.28%
#13	N/A	ABBOTT LABORATORIES (ABT) - 1.92%
#14	N/A	GILEAD SCIENCES INC (GILD) - 1.87%
#15	N/A	INTUITIVE SURGICAL INC (ISRG) - 1.70%
#16	N/A	PFIZER INC (PFE) - 1.62%
#17	N/A	CVS HEALTH CORP (CVS) - 1.60%
#18	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 1.51%
#19	N/A	DANAHER CORP (DHR) - 1.46%
#20	N/A	BRISTOL-MYERS SQUIBB CO (BMY) - 1.37%
#21	N/A	STRYKER CORP (SYK) - 1.29%
#22	N/A	MEDTRONIC PLC (MDT) - 1.21%
#23	N/A	MCKESSON CORP (MCK) - 1.10%
#24	N/A	ELEVANCE HEALTH INC (ELV) - 1.08%
#25	N/A	THE CIGNA GROUP (CI) - 0.87%
Total Holdings	1	65

IVVM vs CURE - Historical Returns

Returns include dividend reinvestment.

Period	IVVM	CURE
1 month	+0.71%	+19.37%
3 months	+4.01%	+27.21%
6 months	+6.51%	-2.58%
1 year	+14.04%	+60.77%
5 years(CAGR)	N/A	+1.48%
10 years(CAGR)	N/A	+13.11%
Max(CAGR)	+13.90%	+23.97%

IVVM

+0.71%

Winner

CURE

+19.37%

IVVM

+4.01%

Winner

CURE

+27.21%

Winner

IVVM

+6.51%

CURE

-2.58%

IVVM

+14.04%

Winner

CURE

+60.77%

5Y(CAGR)

IVVM

N/A

CURE

+1.48%

10Y(CAGR)

IVVM

N/A

CURE

+13.11%

Max(CAGR)

IVVM

+13.90%

Winner

CURE

+23.97%

IVVM vs CURE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IVVM	CURE
2026	+6.67%	+1.71%
2025	+14.13%	+22.87%
2024	+16.48%	-12.90%
2023	+5.17%	-8.46%
2022	N/A	-17.91%
2021	N/A	+90.55%
2020	N/A	+4.13%
2019	N/A	+62.36%
2018	N/A	-0.75%
2017	N/A	+62.77%
2016	N/A	-12.42%
2015	N/A	+6.24%
2014	N/A	+83.03%
2013	N/A	+153.15%
2012	N/A	+45.79%
2011	N/A	-9.68%

IVVM vs CURE Drawdown Comparison

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

The maximum drawdown for CURE was -69.19%, occurring on Mar 23, 2020. Recovery took 242 trading sessions.

The current IVVM drawdown is -0.34%. The current CURE drawdown is -18.27%.

Rank	IVVM	CURE
#1	-11.62% Feb 19, 2025 - May 14, 2025	-69.19% Jan 22, 2020 - Jan 6, 2021
#2	-5.33% Jul 16, 2024 - Aug 19, 2024	-52.25% Apr 8, 2022 - Aug 7, 2025
#3	-5.31% Feb 2, 2026 - Apr 14, 2026	-48.54% Jul 20, 2015 - Jun 22, 2017
#4	-4.93% Jul 28, 2023 - Nov 14, 2023	-44.44% Jul 1, 2011 - Mar 15, 2012
#5	-2.92% Mar 28, 2024 - May 9, 2024	-42.27% Oct 1, 2018 - Nov 27, 2019
#6	-2.86% Dec 26, 2024 - Feb 13, 2025	-36.35% Jan 26, 2018 - Sep 13, 2018
#7	-2.52% Aug 30, 2024 - Sep 13, 2024	-29.28% Dec 30, 2021 - Apr 8, 2022
#8	-2.52% Nov 12, 2025 - Nov 26, 2025	-22.89% Aug 17, 2021 - Dec 15, 2021
#9	-1.97% Dec 16, 2024 - Dec 26, 2024	-22.59% Sep 24, 2014 - Oct 28, 2014
#10	-1.62% Jun 2, 2026 - Jun 30, 2026	-19.78% Mar 4, 2014 - Jun 19, 2014
#11	-1.58% Jan 12, 2026 - Jan 29, 2026	-19.31% Oct 17, 2012 - Jan 9, 2013
#12	-1.54% Dec 10, 2025 - Dec 23, 2025	-19.31% Jan 20, 2021 - Apr 15, 2021
#13	-1.50% Oct 9, 2025 - Oct 20, 2025	-17.38% Apr 2, 2012 - Jun 29, 2012
#14	-1.46% Oct 22, 2024 - Nov 6, 2024	-15.49% May 28, 2013 - Jul 12, 2013
#15	-1.36% Jul 28, 2025 - Aug 8, 2025	-14.96% Dec 8, 2014 - Jan 22, 2015

Correlation

Correlation between IVVM and CURE is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2011 - 2026)

IVVM vs CURE dividend yield comparison.

Year	IVVM	CURE
2026	0.00%	0.57%
2025	0.68%	1.12%
2024	0.62%	1.17%
2023	0.00%	2.02%
2022	0.00%	0.38%
2021	0.00%	0.02%
2020	0.00%	0.17%
2019	0.00%	0.40%
2018	0.00%	0.70%
2017	0.00%	0.18%
2013	0.00%	1.24%
2012	0.00%	0.03%
2011	0.00%	2.10%