IVV vs PST
iShares Core S&P 500 ETF vs ProShares UltraShort 7-10 Year Treasury
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PST | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $865.2B | $10M | |
| Dividend Yield | 1.09% | 2.89% | |
| Holdings | 508 | 7 | |
| YTD Return | +13.43% | +7.59% | |
| 1Y Return | +22.61% | +6.77% | |
| 3Y Return (annualized) | +21.47% | +3.31% | |
| 5Y Return (annualized) | +13.26% | +10.48% | |
| Volatility (annualized) | 15.1% | 13.3% | |
| Max Drawdown | -56.5% | -79.8% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 29, 2008 |
IVV vs PST Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort 7-10 Year Treasury (PST) is a ETF from ProShares. Over the past year IVV returned +22.61% while PST returned +6.77%. Year to date, IVV is up 13.43% versus a gain of 7.59% for PST.
Over three years, IVV compounded at +21.47% per year against +3.31% for PST; over five years the annualized figures are +13.26% and +10.48% respectively. Across the full 18-year window we track, IVV has the edge at +7.03% annualized vs -5.22%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -56.5% for IVV and -79.8% for PST. 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 2.89% for PST.
Holdings Overlap
IVV and PST share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or PST?
Over the past year IVV returned +22.61% vs +6.77% for PST, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.03% vs -5.22% for PST. Past performance does not guarantee future results.
Which is riskier, IVV or PST?
IVV has been the more volatile fund at 15.1% annualized versus 13.3% for PST. Worst drawdown: IVV -56.5% vs PST -79.8%.
Should I hold both IVV and PST?
IVV and PST have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PST?
IVV and PST share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or PST?
IVV yields 1.09% while PST yields 2.89%, so PST currently pays the higher dividend yield.
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