IVV vs SARK
iShares Core S&P 500 ETF vs Tradr 1X Short Innovation Daily ETF
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 | SARK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $865.2B | $44M | |
| Dividend Yield | 1.09% | 3.16% | |
| Holdings | 508 | 10 | |
| YTD Return | +14.50% | -12.15% | |
| 1Y Return | +22.02% | -16.32% | |
| 3Y Return (annualized) | +21.80% | -31.55% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 47.2% | |
| Max Drawdown | -56.5% | -81.1% | |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Nov 5, 2021 |
IVV vs SARK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tradr 1X Short Innovation Daily ETF (SARK) is a ETF from Tradr ETFs. Over the past year IVV returned +22.02% while SARK returned -16.32%. Year to date, IVV is up 14.50% versus a loss of 12.15% for SARK.
Over three years, IVV compounded at +21.80% per year against -31.55% for SARK. Across the full 5-year window we track, IVV has the edge at +7.07% annualized vs -14.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SARK has been the more volatile fund, with annualized monthly volatility of 47.2% 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 -81.1% for SARK. 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 -0.72. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SARK charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.16% for SARK.
Frequently Asked Questions
Which is cheaper, IVV or SARK?
IVV has an expense ratio of 0.03% while SARK charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or SARK?
Over the past year IVV returned +22.02% vs -16.32% for SARK, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.07% vs -14.36% for SARK. Past performance does not guarantee future results.
Which is riskier, IVV or SARK?
SARK has been the more volatile fund at 47.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SARK -81.1%.
Should I hold both IVV and SARK?
IVV and SARK have a monthly-return correlation of -0.72, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or SARK?
IVV yields 1.09% while SARK yields 3.16%, so SARK currently pays the higher dividend yield.
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