IVV vs SBIT

Quick Verdict

IVV has a lower expense ratio. SBIT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: SBITMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSBITWinner
Expense Ratio0.03%0.97%
AUM$865.2B$156M
Dividend Yield1.09%2.87%
Holdings5086
YTD Return+13.80%+36.60%
1Y Return+23.70%+100.42%
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%84.4%
Max Drawdown-56.5%-91.3%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Apr 2, 2024

IVV vs SBIT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort Bitcoin ETF (SBIT) is a ETF from ProShares. Over the past year IVV returned +23.70% while SBIT returned +100.42%. Year to date, IVV is up 13.80% versus a gain of 36.60% for SBIT.

Risk: Volatility and Drawdowns

SBIT has been the more volatile fund, with annualized monthly volatility of 84.4% 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 -91.3% for SBIT. 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 -0.36. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SBIT charges 0.97%. On a $10,000 position that is $3 vs $97 annually, a gap of $94 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.87% for SBIT.

Frequently Asked Questions

Which is cheaper, IVV or SBIT?

IVV has an expense ratio of 0.03% while SBIT charges 0.97%. IVV is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

Which performed better, IVV or SBIT?

Over the past year IVV returned +23.70% vs +100.42% for SBIT, so SBIT leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs -43.63% for SBIT. Past performance does not guarantee future results.

Which is riskier, IVV or SBIT?

SBIT has been the more volatile fund at 84.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SBIT -91.3%.

Should I hold both IVV and SBIT?

IVV and SBIT have a monthly-return correlation of -0.36, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or SBIT?

IVV yields 1.09% while SBIT yields 2.87%, so SBIT currently pays the higher dividend yield.

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