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TOTvsIYYETF Comparison

ETF 1
TOT

LionShares U.S. Equity Total Return ETF

This fund is part of
US Large Cap
-0.35%
VS
ETF 2
IYY

iShares Dow Jones U.S. ETF

This fund is part of
US All Cap
-0.18%

LionShares U.S. Equity Total Return ETF (TOT) belongs to the US Large Cap segment. iShares Dow Jones U.S. ETF (IYY) is part of the US All Cap segment. TOT's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, IYY's top sector exposures are Information Technology, Communication Services and Financials. TOT is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.2% for IYY. TOT is up 8.73% year-to-date (YTD) with +$3M in YTD flows. IYY performs worse with 8.56% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of TOT and IYY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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TOT vs IYY performance and flow charts

Performance

-1.00.01.02.03.0%May 11May 18May 25Jun 1Jun 8

Cumulative Flows

0 M5 M10 M15 M20 MMay 11May 18May 25Jun 1Jun 8

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/09/2026
1M3MYTD1Y3Y5Y
Perf.
TOT
IYY
+0.03%+0.01%
+9.14%+9.05%
+8.73%+8.56%
n/a+23.95%
n/a+77.31%
n/a+79.91%
Flows
TOT
IYY
+$463K+$9M
+$874K-$23M
+$3M-$15M
--$14M
-+$173M
-+$148M
Volatility and drawdown
3M1Y3Y5Y
Volatility
TOT
IYY
+14.99%+15.06%
n/a+12.44%
n/a+15.20%
n/a+17.33%
Max drawdown
TOT
IYY
-6.56%-6.54%
n/a-8.91%
n/a-19.25%
n/a-25.44%
Max drawdown duration
TOT
IYY
29d30d
n/a76d
n/a126d
n/a709d
Trading data

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TOT
IYY
Last sale
6/10/2026 at 1:30 PM
$176.65
Previous close
06/09/2026
$179.57
Consolidated volume
06/09/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of May 29, 2026
1-year trailing difference

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TOT
is actively managed and doesn’t replicate an index

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TOT
IYY
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 6/10/2026 at 1:30 PM
Live
Closed
TOT
IYY
Last price
$176.65
1D performance
-1.63%
AuM$9.33 M$2.94 B
E/R0.25%0.2%
Characteristics
TOT
IYY
Management strategyActivePassive
ProviderLionSharesiShares
Benchmark-Dow Jones U.S. Index
N° of holdings1405875
Asset class-Equities
Trailing 12m distribution yield
Join
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Inception dateSeptember 3, 2025June 12, 2000
ESGNoNo
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Exposure

Countries

TOT
USA
96.79%
Other
3.22%
IYY
USA
96.55%
Other
3.45%

Sectors

TOT
Information Techn.
35.75%
Communication Ser.
10.31%
Consumer Discreti.
10.09%
Financials
9.95%
Health Care
8.45%
Industrials
7.79%
Other
17.66%
IYY
Information Techn.
34.61%
Communication Ser.
10.37%
Financials
10.11%
Consumer Discreti.
10.04%
Industrials
8.5%
Health Care
8.44%
Other
17.93%
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Diversification

TOT

Total weight of top 15 holdings out of 15

42.3%
IYY

Total weight of top 15 holdings out of 15

40.78%

Top 15 holdings

Data as of April 30, 2026
TOT
NVIDIA
7.95%
APPLE
6.24%
MICROSOFT-T
4.92%
AMAZON.COM INC
4.04%
BROADCOM LIMITED
3.13%
ALPHABET INC-CL
3.12%
ALPHABET INC-CL
2.51%
META PLATFORMS
2.29%
TESLA
1.66%
BERKSHIRE HATHWAY
1.33%
JPMORGAN CHASE
1.29%
LILLY
1.05%
EXXON
0.98%
WALMART INC
0.89%
ADVANCED MICRO DEVICES
0.88%
IYY
NVIDIA
7.29%
APPLE
5.99%
MICROSOFT-T
4.55%
AMAZON.COM INC
3.89%
ALPHABET INC-CL
3.37%
BROADCOM LIMITED
2.98%
ALPHABET INC-CL
2.69%
META PLATFORMS
2.01%
TESLA
1.61%
BERKSHIRE HATHWAY
1.31%
JPMORGAN CHASE
1.27%
LILLY
1.11%
EXXON
0.97%
MICRON TECHNOLOGY
0.88%
ADVANCED MICRO DEVICES
0.87%
Frequently asked questions about TOT and IYY

How have the TOT and IYY ETFs performed in 2026?

As of June 9, 2026, TOT is up 8.73% year-to-date (YTD), while IYY has returned 8.56%. That puts TOT better performer ahead so far this year.

Which ETF is attracting more investor money: TOT or IYY?

Year-to-date, the TOT ETF saw +$3M in flows, compared to -$15M for IYY.

Which ETF is bigger: TOT or IYY?

As of June 9, 2026, TOT holds $9.33 M in assets under management (AUM), while IYY manages $2.94 B.

What sectors do the TOT and IYY ETFs invest in?

TOT leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, IYY focuses on Information Technology, Communication Services and Financials.

What are the top holdings of the TOT ETF and IYY ETF?

TOT top holdings include NVIDIA, APPLE and MICROSOFT-T. IYY holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: TOT or IYY?

TOT holds 1571 securities with 42.3% of its assets in the top 15. IYY has 962 securities and a top 15 weight of 40.78%.

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