IVV vs QBER
iShares Core S&P 500 ETF vs TrueShares Quarterly Bear Hedge ETF
Which is better, IVV or QBER?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y 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 | QBER |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $886.7B | $72M |
| Dividend Yield | 1.10% | 3.28% |
| Holdings | 508 | 21 |
| YTD Return | +13.86%Best | -0.36% |
| 1Y Return | +21.57%Best | -3.68% |
| 3Y Return (annualized) | +21.48% | - |
| 5Y Return (annualized) | +12.88% | - |
| Volatility (annualized) | 12.1% | 2.5%Best |
| Max Drawdown | -18.8% | -8.7%Best |
| $10,000 over 2.2 years | $14,603Best | $9,638 |
| Fund Family | iShares by BlackRock (US) | TrueShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Jun 28, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 1, 2024 to Sep 3, 2026 (2.2 years).
IVV vs QBER 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 QBER Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and TrueShares Quarterly Bear Hedge ETF (QBER) is an ETF from TrueShares. Over the past year IVV returned +21.57% while QBER returned -3.68%. Year to date, IVV is up 13.86% versus a loss of 0.36% for QBER.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 2.5% for QBER. 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 -18.8% for IVV and -8.7% for QBER. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.45. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while QBER charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.28% for QBER.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in QBER, totalling 100.0% and 0.8% 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 505 positions we hold weights for in IVV and 1 in QBER, against full books of 508 and 21.
You are not choosing between two funds in isolation.
Whichever of IVV and QBER 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 QBER?
IVV has an expense ratio of 0.03% while QBER charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IVV or QBER?
Over the past year IVV returned +21.57% vs -3.68% for QBER, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.78% vs -1.66% for QBER. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or QBER?
IVV has been the more volatile fund at 12.1% annualized versus 2.5% for QBER. Worst drawdown: IVV -18.8% vs QBER -8.7%.
Should I hold both IVV and QBER?
IVV and QBER have a monthly-return correlation of -0.45, 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 QBER?
IVV yields 1.10% while QBER yields 3.28%, so QBER currently pays the higher dividend yield.
Is QBER better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.