IVV vs KOLD
iShares Core S&P 500 ETF vs ProShares UltraShort Bloomberg Natural Gas
Which is better, IVV or KOLD?
Large Cap Blend against Trading-Inverse Commodities.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | IVV | KOLD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $119M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 3 |
| YTD Return | +12.39%Best | -22.56% |
| 1Y Return | +16.61%Best | -22.39% |
| 3Y Return (annualized) | +21.38%Best | -0.22% |
| 5Y Return (annualized) | +13.51%Best | -22.75% |
| Volatility (annualized) | 14.0%Best | 97.2% |
| Max Drawdown | -33.9% | - |
| $10,000 over 5 years | $18,844Best | $2,751 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Commodities |
| Inception | May 15, 2000 | Oct 4, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 6, 2011 to Sep 18, 2026 (15 years).
IVV vs KOLD 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 15 years both funds cover.
IVV vs KOLD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares UltraShort Bloomberg Natural Gas (KOLD) is an ETF from ProShares. Over the past year IVV returned +16.61% while KOLD returned -22.39%. Year to date, IVV is up 12.39% versus a loss of 22.56% for KOLD.
Over three years, IVV compounded at +21.38% per year against -0.22% for KOLD; over five years the annualized figures are +13.51% and -22.75% respectively. Across the full 15-year window we track, IVV has the edge at +13.99% annualized vs -11.59%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KOLD has been the more volatile fund, with annualized monthly volatility of 97.2% compared with 14.0% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at -0.08. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while KOLD charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for KOLD.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in KOLD, totalling 99.3% and 34.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in KOLD, against full books of 508 and 3.
You are not choosing between two funds in isolation.
Whichever of IVV and KOLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or KOLD?
IVV has an expense ratio of 0.03% while KOLD charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or KOLD?
Over the past year IVV returned +16.61% vs -22.39% for KOLD, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.99% vs -11.59% for KOLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KOLD?
KOLD has been the more volatile fund at 97.2% annualized versus 14.0% for IVV.
Should I hold both IVV and KOLD?
IVV and KOLD have a monthly-return correlation of -0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or KOLD?
IVV yields 1.06% while KOLD yields 0.00%, so IVV currently pays the higher dividend yield.
Is KOLD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.