EUO vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricEUOIVVWinner
Expense Ratio0.98%0.03%
AUM$36M$865.2B
Dividend Yield0.00%1.09%
Holdings4508
YTD Return+6.20%+14.50%
1Y Return+8.25%+22.02%
3Y Return (annualized)+1.07%+21.80%
5Y Return (annualized)+4.73%+13.37%
Volatility (annualized)17.9%15.1%
Max Drawdown-38.6%-56.5%
Fund FamilyProSharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionNov 24, 2008May 15, 2000

EUO vs IVV Performance

ProShares UltraShort Euro (EUO) 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 EUO returned +8.25% while IVV returned +22.02%. Year to date, EUO is up 6.20% versus a gain of 14.50% for IVV.

Over three years, EUO compounded at +1.07% per year against +21.80% for IVV; over five years the annualized figures are +4.73% and +13.37% respectively. Across the full 18-year window we track, IVV has the edge at +7.07% annualized vs +1.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EUO has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -38.6% for EUO 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 -0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EUO charges 0.98% per year while IVV charges 0.03%. On a $10,000 position that is $98 vs $3 annually, a gap of $95 per year that compounds over a long holding period. On income, EUO currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

EUO 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, EUO or IVV?

EUO has an expense ratio of 0.98% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

Which performed better, EUO or IVV?

Over the past year EUO returned +8.25% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (18 years), EUO annualized +1.15% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, EUO or IVV?

EUO has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: EUO -38.6% vs IVV -56.5%.

Should I hold both EUO and IVV?

EUO and IVV have a monthly-return correlation of -0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EUO and IVV?

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

Which pays a higher dividend, EUO or IVV?

EUO yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.