IVV vs ORCZ

IVV vs ORCZ

Which is better, IVV or ORCZ?

Large Cap Blend against Trading-Inverse Equity.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVORCZ
Expense Ratio0.03%Best1.49%
AUM$876.4B$2M
Dividend Yield1.06%0.00%
Holdings5084
YTD Return+11.57%Best-36.07%
1Y Return+17.57%-
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Fund FamilyiShares by BlackRock (US)Tradr ETFs
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Equity
InceptionMay 15, 2000Jul 14, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs ORCZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs ORCZ Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 2X Short ORCL Daily ETF (ORCZ) is an ETF from Tradr ETFs. Year to date, IVV is up 11.57% versus a loss of 36.07% for ORCZ.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while ORCZ charges 1.49%. On a $10,000 position that is $3 vs $149 annually, a gap of $146 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for ORCZ.

You are not choosing between two funds in isolation.

Whichever of IVV and ORCZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVORCZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or ORCZ?

IVV has an expense ratio of 0.03% while ORCZ charges 1.49%. IVV is the cheaper option, by $146 a year on a $10,000 investment.

Which pays a higher dividend, IVV or ORCZ?

IVV yields 1.06% while ORCZ yields 0.00%, so IVV currently pays the higher dividend yield.

Is ORCZ better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.