IVV vs REW

IVV vs REW
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVREWWinner
Expense Ratio0.03%0.95%
AUM$907.0B$3M
Dividend Yield1.10%6.74%
Holdings5089
YTD Return+13.25%-46.01%
1Y Return+19.95%-54.39%
3Y Return (annualized)+21.26%-45.43%
5Y Return (annualized)+12.82%-35.91%
Volatility (annualized)15.1%38.4%
Max Drawdown-56.5%-100.0%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Jan 30, 2007

IVV vs REW Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort Technology (REW) is a ETF from ProShares. Over the past year IVV returned +19.95% while REW returned -54.39%. Year to date, IVV is up 13.25% versus a loss of 46.01% for REW.

Over three years, IVV compounded at +21.26% per year against -45.43% for REW; over five years the annualized figures are +12.82% and -35.91% respectively. Across the full 20-year window we track, IVV has the edge at +7.01% annualized vs -37.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REW has been the more volatile fund, with annualized monthly volatility of 38.4% 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 -100.0% for REW. 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 -0.83. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while REW 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 1.10% against 6.74% for REW.

Frequently Asked Questions

Which is cheaper, IVV or REW?

IVV has an expense ratio of 0.03% while REW 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 REW?

Over the past year IVV returned +19.95% vs -54.39% for REW, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.01% vs -37.72% for REW. Past performance does not guarantee future results.

Which is riskier, IVV or REW?

REW has been the more volatile fund at 38.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs REW -100.0%.

Should I hold both IVV and REW?

IVV and REW have a monthly-return correlation of -0.83, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or REW?

IVV yields 1.10% while REW yields 6.74%, so REW currently pays the higher dividend yield.

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