IVV vs ROM
iShares Core S&P 500 ETF vs ProShares Ultra Technology
Which is better, IVV or ROM?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. ROM 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 | ROM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $1.2B |
| Dividend Yield | 1.06% | 0.06% |
| Holdings | 508 | 90 |
| YTD Return | +11.03% | +48.63%Best |
| 1Y Return | +15.62% | +62.90%Best |
| 3Y Return (annualized) | +20.81% | +50.05%Best |
| 5Y Return (annualized) | +12.61% | +20.15%Best |
| Volatility (annualized) | 15.5%Best | 41.8% |
| Max Drawdown | -56.5%Best | -83.8% |
| $10,000 over 5 years | $18,109 | $25,039Best |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Jan 30, 2007 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 16, 2026 (19.6 years).
IVV vs ROM 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 ROM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Ultra Technology (ROM) is an ETF from ProShares. Over the past year IVV returned +15.62% while ROM returned +62.90%. Year to date, IVV is up 11.03% versus a gain of 48.63% for ROM.
Over three years, IVV compounded at +20.81% per year against +50.05% for ROM; over five years the annualized figures are +12.61% and +20.15% respectively. Across the full 20-year window we track, ROM has the edge at +23.68% annualized vs +9.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ROM has been the more volatile fund, with annualized monthly volatility of 41.8% compared with 15.5% 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 -83.8% for ROM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while ROM 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 0.06% for ROM.
Holdings Overlap
At least 37.7% of IVV's money is in holdings ROM also owns.
Stated as a floor: for ROM, our book for it covers 61.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
72 positions in common, counted across the 490 positions we hold weights for in IVV and 74 in ROM, against full books of 508 and 90.
Top Shared Holdings
| Stock | Weight in IVV | Weight in ROM | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 8.37% | 0.30% |
| AAPLApple, Inc | 7.02% | 7.29% | 0.27% |
| MSFTMicrosoft Corp | 5.69% | 5.90% | 0.21% |
| AVGOBroadcom Inc | 2.65% | 2.75% | 0.10% |
| MUMicron Technology, Inc. | 1.63% | 2.33% | 0.70% |
| AMDAdvanced Micro Devices Inc | 1.16% | 2.29% | 1.13% |
| INTCIntel Corporation | 0.67% | 1.69% | 1.02% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.66% | 1.67% | 1.01% |
| PLTRPalantir Technologies Inc | 0.65% | 1.64% | 0.99% |
| LRCXLam Research Corp | 0.57% | 1.44% | 0.87% |
37.7% of IVV is already inside ROM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or ROM?
IVV has an expense ratio of 0.03% while ROM charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or ROM?
Over the past year IVV returned +15.62% vs +62.90% for ROM, so ROM leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +9.22% vs +23.68% for ROM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or ROM?
ROM has been the more volatile fund at 41.8% annualized versus 15.5% for IVV. Worst drawdown: IVV -56.5% vs ROM -83.8%.
Should I hold both IVV and ROM?
IVV and ROM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and ROM?
At least 37.7% of IVV's money is in holdings ROM also owns. Our book for ROM is partial, so the real figure is this or higher. They hold 72 positions in common, counted across the 490 positions we hold weights for in IVV and 74 in ROM.
Which pays a higher dividend, IVV or ROM?
IVV yields 1.06% while ROM yields 0.06%, so IVV currently pays the higher dividend yield.
Is ROM better than IVV?
IVV has a lower expense ratio. ROM 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.