IVV vs MYY

IVV vs MYY
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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

MetricIVVMYYWinner
Expense Ratio0.03%0.95%
AUM$907.0B$3M
Dividend Yield1.10%4.28%
Holdings5086
YTD Return+12.71%-11.35%
1Y Return+21.89%-15.02%
3Y Return (annualized)+22.08%-10.34%
5Y Return (annualized)+12.96%-6.48%
Volatility (annualized)15.1%18.0%
Max Drawdown-56.5%-96.0%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Jun 19, 2006

IVV vs MYY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Short MidCap400 (MYY) is a ETF from ProShares. Over the past year IVV returned +21.89% while MYY returned -15.02%. Year to date, IVV is up 12.71% versus a loss of 11.35% for MYY.

Over three years, IVV compounded at +22.08% per year against -10.34% for MYY; over five years the annualized figures are +12.96% and -6.48% respectively. Across the full 20-year window we track, IVV has the edge at +7.00% annualized vs -12.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MYY has been the more volatile fund, with annualized monthly volatility of 18.0% 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 -56.5% for IVV and -96.0% for MYY. 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 -0.89. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while MYY 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 1.10% against 4.28% for MYY.

Frequently Asked Questions

Which is cheaper, IVV or MYY?

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

Which performed better, IVV or MYY?

Over the past year IVV returned +21.89% vs -15.02% for MYY, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.00% vs -12.79% for MYY. Past performance does not guarantee future results.

Which is riskier, IVV or MYY?

MYY has been the more volatile fund at 18.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs MYY -96.0%.

Should I hold both IVV and MYY?

IVV and MYY have a monthly-return correlation of -0.89, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or MYY?

IVV yields 1.10% while MYY yields 4.28%, so MYY currently pays the higher dividend yield.

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