IVV vs ONLN

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

MetricIVVONLNWinner
Expense Ratio0.03%0.58%
AUM$865.2B$61M
Dividend Yield1.09%0.31%
Holdings50823
YTD Return+14.50%+0.02%
1Y Return+22.02%+3.20%
3Y Return (annualized)+21.80%+19.82%
5Y Return (annualized)+13.37%-3.44%
Volatility (annualized)15.1%30.9%
Max Drawdown-56.5%-71.8%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityEquity
InceptionMay 15, 2000Jul 13, 2018

IVV vs ONLN Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Online Retail ETF (ONLN) is a ETF from ProShares. Over the past year IVV returned +22.02% while ONLN returned +3.20%. Year to date, IVV is up 14.50% versus a gain of 0.02% for ONLN.

Over three years, IVV compounded at +21.80% per year against +19.82% for ONLN; over five years the annualized figures are +13.37% and -3.44% respectively. Across the full 8-year window we track, IVV has the edge at +7.07% annualized vs +5.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONLN has been the more volatile fund, with annualized monthly volatility of 30.9% 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 -56.5% for IVV and -71.8% for ONLN. 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while ONLN charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.31% for ONLN.

Holdings Overlap

3.9%overlap

IVV and ONLN share 4 holdings out of 523 unique holdings combined, representing a 3.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in ONLNDifference
AMZN3.75%24.29%20.54%
EBAY0.08%7.73%7.65%
CVNA0.07%5.01%4.94%
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Frequently Asked Questions

Which is cheaper, IVV or ONLN?

IVV has an expense ratio of 0.03% while ONLN charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, IVV or ONLN?

Over the past year IVV returned +22.02% vs +3.20% for ONLN, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.07% vs +5.10% for ONLN. Past performance does not guarantee future results.

Which is riskier, IVV or ONLN?

ONLN has been the more volatile fund at 30.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs ONLN -71.8%.

Should I hold both IVV and ONLN?

IVV and ONLN have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and ONLN?

IVV and ONLN share 4 common holdings with a 3.9% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, IVV or ONLN?

IVV yields 1.09% while ONLN yields 0.31%, so IVV currently pays the higher dividend yield.

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