IVV vs OILK
iShares Core S&P 500 ETF vs ProShares K-1 Free Crude Oil ETF
Which is better, IVV or OILK?
Large Cap Blend against Energy.
IVV has a lower expense ratio. IVV led over 3Y, OILK over 1Y, 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 | OILK |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.69% |
| AUM | $876.4B | $238M |
| Dividend Yield | 1.06% | 10.56% |
| Holdings | 508 | 5 |
| YTD Return | +12.51% | +56.03%Best |
| 1Y Return | +17.57% | +46.24%Best |
| 3Y Return (annualized) | +21.27%Best | +9.15% |
| 5Y Return (annualized) | +12.95% | +15.47%Best |
| Volatility (annualized) | 15.4%Best | 82.4% |
| Max Drawdown | -33.9%Best | -75.0% |
| $10,000 over 5 years | $18,384 | $20,528Best |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Energy |
| Inception | May 15, 2000 | Sep 26, 2016 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2016 to Sep 11, 2026 (10 years).
IVV vs OILK 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 10 years both funds cover.
IVV vs OILK Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares K-1 Free Crude Oil ETF (OILK) is an ETF from ProShares. Over the past year IVV returned +17.57% while OILK returned +46.24%. Year to date, IVV is up 12.51% versus a gain of 56.03% for OILK.
Over three years, IVV compounded at +21.27% per year against +9.15% for OILK; over five years the annualized figures are +12.95% and +15.47% respectively. Across the full 10-year window we track, OILK has the edge at +20.71% annualized vs +14.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OILK has been the more volatile fund, with annualized monthly volatility of 82.4% compared with 15.4% 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 -33.9% for IVV and -75.0% for OILK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while OILK charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 10.56% for OILK.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in OILK, totalling 100.0% and 69.5% 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 505 positions we hold weights for in IVV and 1 in OILK, against full books of 508 and 5.
You are not choosing between two funds in isolation.
Whichever of IVV and OILK 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 OILK?
IVV has an expense ratio of 0.03% while OILK charges 0.69%. IVV is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, IVV or OILK?
Over the past year IVV returned +17.57% vs +46.24% for OILK, so OILK leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +14.37% vs +20.71% for OILK. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OILK?
OILK has been the more volatile fund at 82.4% annualized versus 15.4% for IVV. Worst drawdown: IVV -33.9% vs OILK -75.0%.
Should I hold both IVV and OILK?
IVV and OILK have a monthly-return correlation of 0.39, 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 OILK?
IVV yields 1.06% while OILK yields 10.56%, so OILK currently pays the higher dividend yield.
Is OILK better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, OILK over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.