EQRR vs IVV
ProShares Equities for Rising Rates ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EQRR delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EQRR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $32M | $865.2B | |
| Dividend Yield | 1.08% | 1.09% | |
| Holdings | 51 | 508 | |
| YTD Return | +33.83% | +13.72% | |
| 1Y Return | +44.77% | +21.64% | |
| 3Y Return (annualized) | +19.94% | +21.55% | |
| 5Y Return (annualized) | +14.38% | +13.27% | |
| Volatility (annualized) | 25.2% | 15.1% | |
| Max Drawdown | -59.5% | -56.5% | |
| Fund Family | ProShares | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2017 | May 15, 2000 |
EQRR vs IVV Performance
ProShares Equities for Rising Rates ETF (EQRR) 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 EQRR returned +44.77% while IVV returned +21.64%. Year to date, EQRR is up 33.83% versus a gain of 13.72% for IVV.
Over three years, EQRR compounded at +19.94% per year against +21.55% for IVV; over five years the annualized figures are +14.38% and +13.27% respectively. Across the full 9-year window we track, EQRR has the edge at +10.14% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EQRR has been the more volatile fund, with annualized monthly volatility of 25.2% 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 -59.5% for EQRR 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EQRR charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, EQRR currently yields 1.08% against 1.09% for IVV.
Holdings Overlap
EQRR and IVV share 46 holdings out of 509 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EQRR or IVV?
EQRR has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, EQRR or IVV?
Over the past year EQRR returned +44.77% vs +21.64% for IVV, so EQRR leads on 1-year performance. Over the longest common window we track (9 years), EQRR annualized +10.14% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EQRR or IVV?
EQRR has been the more volatile fund at 25.2% annualized versus 15.1% for IVV. Worst drawdown: EQRR -59.5% vs IVV -56.5%.
Should I hold both EQRR and IVV?
EQRR and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EQRR and IVV?
EQRR and IVV share 46 common holdings with a 14.2% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, EQRR or IVV?
EQRR yields 1.08% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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