DXD vs IVV
ProShares UltraShort Dow30 vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DXD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $42M | $865.2B | |
| Dividend Yield | 4.01% | 1.09% | |
| Holdings | 10 | 508 | |
| YTD Return | -18.32% | +13.43% | |
| 1Y Return | -31.15% | +22.61% | |
| 3Y Return (annualized) | -22.21% | +21.47% | |
| 5Y Return (annualized) | -15.97% | +13.26% | |
| Volatility (annualized) | 27.6% | 15.1% | |
| Max Drawdown | -99.8% | -56.5% | |
| Fund Family | ProShares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 11, 2006 | May 15, 2000 |
DXD vs IVV Performance
ProShares UltraShort Dow30 (DXD) 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 DXD returned -31.15% while IVV returned +22.61%. Year to date, DXD is down 18.32% versus a gain of 13.43% for IVV.
Over three years, DXD compounded at -22.21% per year against +21.47% for IVV; over five years the annualized figures are -15.97% and +13.26% respectively. Across the full 20-year window we track, IVV has the edge at +7.03% annualized vs -24.96%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DXD has been the more volatile fund, with annualized monthly volatility of 27.6% compared with 15.1% 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 -99.8% for DXD 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 -0.90. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DXD 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, DXD currently yields 4.01% against 1.09% for IVV.
Holdings Overlap
DXD 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, DXD or IVV?
DXD 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, DXD or IVV?
Over the past year DXD returned -31.15% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), DXD annualized -24.96% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, DXD or IVV?
DXD has been the more volatile fund at 27.6% annualized versus 15.1% for IVV. Worst drawdown: DXD -99.8% vs IVV -56.5%.
Should I hold both DXD and IVV?
DXD and IVV have a monthly-return correlation of -0.90, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DXD and IVV?
DXD and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DXD or IVV?
DXD yields 4.01% while IVV yields 1.09%, so DXD currently pays the higher dividend yield.
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