IVV vs SARK
iShares Core S&P 500 ETF vs Tradr 1X Short Innovation Daily ETF
Which is better, IVV or SARK?
Opposite sides of the same exposure.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two move opposite each other, correlation -0.71, so holding both offsets the exposure while paying both fees.
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 | SARK |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.99% |
| AUM | $876.4B | $39M |
| Dividend Yield | 1.06% | 2.81% |
| Holdings | 508 | 10 |
| YTD Return | +11.03%Best | -13.83% |
| 1Y Return | +15.62%Best | -14.38% |
| 3Y Return (annualized) | +20.81%Best | -32.48% |
| 5Y Return (annualized) | +12.61% | - |
| Volatility (annualized) | 15.8%Best | 47.0% |
| Max Drawdown | -24.5%Best | -82.2% |
| $10,000 over 4.9 years | $17,356Best | $4,657 |
| Fund Family | iShares by BlackRock (US) | Tradr ETFs |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Equity |
| Inception | May 15, 2000 | Nov 5, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Nov 9, 2021 to Sep 16, 2026 (4.9 years).
IVV vs SARK 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 covers the 4.9 years both funds cover.
IVV vs SARK Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Tradr 1X Short Innovation Daily ETF (SARK) is an ETF from Tradr ETFs. Over the past year IVV returned +15.62% while SARK returned -14.38%. Year to date, IVV is up 11.03% versus a loss of 13.83% for SARK.
Over three years, IVV compounded at +20.81% per year against -32.48% for SARK.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SARK has been the more volatile fund, with annualized monthly volatility of 47.0% compared with 15.8% 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 -24.5% for IVV and -82.2% for SARK. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.71. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.
Fees and Cost Over Time
IVV charges 0.03% per year while SARK charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.81% for SARK.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in SARK, totalling 99.3% and 110.7% 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 490 positions we hold weights for in IVV and 1 in SARK, against full books of 508 and 10.
You are not choosing between two funds in isolation.
Whichever of IVV and SARK 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 SARK?
IVV has an expense ratio of 0.03% while SARK charges 0.99%. IVV is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, IVV or SARK?
Over the past year IVV returned +15.62% vs -14.38% for SARK, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SARK?
SARK has been the more volatile fund at 47.0% annualized versus 15.8% for IVV. Worst drawdown: IVV -24.5% vs SARK -82.2%.
Should I hold both IVV and SARK?
IVV and SARK have a monthly-return correlation of -0.71, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.
Which pays a higher dividend, IVV or SARK?
IVV yields 1.06% while SARK yields 2.81%, so SARK currently pays the higher dividend yield.
Is SARK better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. The two move opposite each other, correlation -0.71, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.