IVV vs REK
iShares Core S&P 500 ETF vs ProShares Short Real Estate
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 | REK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $865.2B | $12M | |
| Dividend Yield | 1.09% | 3.22% | |
| Holdings | 508 | 8 | |
| YTD Return | +13.43% | -7.57% | |
| 1Y Return | +22.61% | -5.64% | |
| 3Y Return (annualized) | +21.47% | -4.34% | |
| 5Y Return (annualized) | +13.26% | +0.20% | |
| Volatility (annualized) | 15.1% | 16.0% | |
| Max Drawdown | -56.5% | -84.8% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 16, 2010 |
IVV vs REK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Short Real Estate (REK) is a ETF from ProShares. Over the past year IVV returned +22.61% while REK returned -5.64%. Year to date, IVV is up 13.43% versus a loss of 7.57% for REK.
Over three years, IVV compounded at +21.47% per year against -4.34% for REK; over five years the annualized figures are +13.26% and +0.20% respectively. Across the full 16-year window we track, IVV has the edge at +7.03% annualized vs -9.84%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REK has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -84.8% for REK. 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 move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while REK 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 3.22% for REK.
Holdings Overlap
IVV and REK 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 REK?
IVV has an expense ratio of 0.03% while REK 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 REK?
Over the past year IVV returned +22.61% vs -5.64% for REK, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.03% vs -9.84% for REK. Past performance does not guarantee future results.
Which is riskier, IVV or REK?
REK has been the more volatile fund at 16.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs REK -84.8%.
Should I hold both IVV and REK?
IVV and REK 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 REK?
IVV and REK share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or REK?
IVV yields 1.09% while REK yields 3.22%, so REK currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.