IVV vs PST
iShares Core S&P 500 ETF vs ProShares UltraShort 7-10 Year Treasury
Which is better, IVV or PST?
Large Cap Blend against Trading-Inverse Debt.
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 | PST |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $11M |
| Dividend Yield | 1.06% | 2.77% |
| Holdings | 508 | 7 |
| YTD Return | +12.39% | +12.65%Best |
| 1Y Return | +16.61%Best | +14.25% |
| 3Y Return (annualized) | +21.38%Best | +3.82% |
| 5Y Return (annualized) | +13.51%Best | +11.77% |
| Volatility (annualized) | 15.7% | 13.3%Best |
| Max Drawdown | -52.4%Best | -79.8% |
| $10,000 over 5 years | $18,844Best | $17,443 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Debt |
| Inception | May 15, 2000 | Apr 29, 2008 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 1, 2008 to Sep 18, 2026 (18.4 years).
IVV vs PST 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 18.4 years both funds cover.
IVV vs PST Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares UltraShort 7-10 Year Treasury (PST) is an ETF from ProShares. Over the past year IVV returned +16.61% while PST returned +14.25%. Year to date, IVV is up 12.39% versus a gain of 12.65% for PST.
Over three years, IVV compounded at +21.38% per year against +3.82% for PST; over five years the annualized figures are +13.51% and +11.77% respectively. Across the full 18-year window we track, IVV has the edge at +10.10% annualized vs -4.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.3% for PST. 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 -52.4% for IVV and -79.8% for PST. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.04. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while PST 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 2.77% for PST.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in PST, totalling 99.3% and 79.8% 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 PST, against full books of 508 and 7.
You are not choosing between two funds in isolation.
Whichever of IVV and PST 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 PST?
IVV has an expense ratio of 0.03% while PST charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or PST?
Over the past year IVV returned +16.61% vs +14.25% for PST, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +10.10% vs -4.95% for PST. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PST?
IVV has been the more volatile fund at 15.7% annualized versus 13.3% for PST. Worst drawdown: IVV -52.4% vs PST -79.8%.
Should I hold both IVV and PST?
IVV and PST have a monthly-return correlation of 0.04, 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 PST?
IVV yields 1.06% while PST yields 2.77%, so PST currently pays the higher dividend yield.
Is PST 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.