DOG vs IVV

DOG vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricDOGIVVWinner
Expense Ratio0.95%0.03%
AUM$101M$907.0B
Dividend Yield3.38%1.10%
Holdings10508
YTD Return-7.49%+12.96%
1Y Return-12.60%+20.70%
3Y Return (annualized)-9.38%+22.10%
5Y Return (annualized)-5.86%+13.40%
Volatility (annualized)14.2%15.1%
Max Drawdown-93.3%-56.5%
Fund FamilyProSharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJun 19, 2006May 15, 2000

DOG vs IVV Performance

ProShares Short Dow30 (DOG) is a ETF from ProShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DOG returned -12.60% while IVV returned +20.70%. Year to date, DOG is down 7.49% versus a gain of 12.96% for IVV.

Over three years, DOG compounded at -9.38% per year against +22.10% for IVV; over five years the annualized figures are -5.86% and +13.40% respectively. Across the full 20-year window we track, IVV has the edge at +7.01% annualized vs -11.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.2% for DOG. 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 -93.3% for DOG and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.92. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DOG 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, DOG currently yields 3.38% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

DOG and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DOG or IVV?

DOG has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

Which performed better, DOG or IVV?

Over the past year DOG returned -12.60% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), DOG annualized -11.28% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, DOG or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.2% for DOG. Worst drawdown: DOG -93.3% vs IVV -56.5%.

Should I hold both DOG and IVV?

DOG and IVV have a monthly-return correlation of -0.92, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DOG and IVV?

DOG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, DOG or IVV?

DOG yields 3.38% while IVV yields 1.10%, so DOG currently pays the higher dividend yield.

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