DDM vs IVV
ProShares Ultra Dow30 vs iShares Core S&P 500 ETF
Which is better, DDM or IVV?
Trading-Leveraged Equity against Large Cap Blend.
IVV has a lower expense ratio. DDM led over 1Y, 3Y and the full window, IVV over 5Y. The two have moved almost in lockstep, correlation 0.95.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DDM | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $519M | $879.1B |
| Dividend Yield | 0.98% | 1.09% |
| Holdings | 42 | 509 |
| YTD Return | +12.45%Best | +11.33% |
| 1Y Return | +16.27%Best | +13.50% |
| 3Y Return (annualized) | +24.88%Best | +20.45% |
| 5Y Return (annualized) | +11.10% | +11.61%Best |
| Volatility (annualized) | 30.0% | 15.2%Best |
| Max Drawdown | -82.8% | -56.5%Best |
| $10,000 over 5 years | $16,927 | $17,319Best |
| Fund Family | ProShares | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Blend |
| Inception | Jun 19, 2006 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 21, 2006 to Nov 13, 2026 (20.4 years).
DDM vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 20.4 years both funds cover.
DDM vs IVV Performance
ProShares Ultra Dow30 (DDM) is an ETF from ProShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DDM returned +16.27% while IVV returned +13.50%. Year to date, DDM is up 12.45% versus a gain of 11.33% for IVV.
Over three years, DDM compounded at +24.88% per year against +20.45% for IVV; over five years the annualized figures are +11.10% and +11.61% respectively. Across the full 20-year window we track, DDM has the edge at +12.56% annualized vs +9.62%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DDM has been the more volatile fund, with annualized monthly volatility of 30.0% compared with 15.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -82.8% for DDM and -56.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DDM charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, DDM currently yields 0.98% against 1.09% for IVV.
Holdings Overlap
At least 37.8% of IVV's money is in holdings DDM also owns.
Stated as a floor: for DDM, our book for it covers 83.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
26 positions in common, counted across the 28 positions we hold weights for in DDM and 490 in IVV, against full books of 42 and 509.
Top Shared Holdings
| Stock | Weight in DDM | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.46% | 7.70% | 5.24% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.81% | 5.93% | 2.12% |
| NVDANvidia Corp. | 1.34% | 7.58% | 6.24% |
| AMZNAmazon.Com Inc | 1.86% | 3.61% | 1.75% |
| GOOGLAlphabet Inc., Class A | 2.05% | 2.51% | 0.46% |
| CATCaterpillar, Inc. | 4.01% | 0.44% | 3.57% |
| VVisa Inc - Class A Shares | 3.04% | 1.08% | 1.96% |
| JPMJpmorgan Chase & Co. | 2.40% | 1.37% | 1.03% |
| AMGNAmgen Inc. | 3.31% | 0.39% | 2.92% |
| UNHUnitedhealth Group Inc. | 2.83% | 0.56% | 2.27% |
37.8% of IVV is already inside DDM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DDM or IVV?
DDM has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, DDM or IVV?
Over the past year DDM returned +16.27% vs +13.50% for IVV, so DDM leads on 1-year performance. Over the longest common window we track (20 years), DDM annualized +12.56% vs +9.62% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DDM or IVV?
DDM has been the more volatile fund at 30.0% annualized versus 15.2% for IVV. Worst drawdown: DDM -82.8% vs IVV -56.5%.
Should I hold both DDM and IVV?
DDM and IVV have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DDM and IVV?
At least 37.8% of IVV's money is in holdings DDM also owns. Our book for DDM is partial, so the real figure is this or higher. They hold 26 positions in common, counted across the 28 positions we hold weights for in DDM and 490 in IVV.
Which pays a higher dividend, DDM or IVV?
DDM yields 0.98% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
Is IVV better than DDM?
IVV has a lower expense ratio. DDM led over 1Y, 3Y and the full window, IVV over 5Y. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.