IVV vs SCC

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSCCWinner
Expense Ratio0.03%0.95%
AUM$865.2B$7M
Dividend Yield1.09%3.53%
Holdings5085
YTD Return+13.80%-4.56%
1Y Return+23.01%-14.40%
3Y Return (annualized)+21.77%-23.83%
5Y Return (annualized)+13.39%-16.06%
Volatility (annualized)15.1%34.1%
Max Drawdown-56.5%-99.9%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Jan 30, 2007

IVV vs SCC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort Consumer Discretionary (SCC) is a ETF from ProShares. Over the past year IVV returned +23.01% while SCC returned -14.40%. Year to date, IVV is up 13.80% versus a loss of 4.56% for SCC.

Over three years, IVV compounded at +21.77% per year against -23.83% for SCC; over five years the annualized figures are +13.39% and -16.06% respectively. Across the full 20-year window we track, IVV has the edge at +7.04% annualized vs -27.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCC has been the more volatile fund, with annualized monthly volatility of 34.1% 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 -99.9% for SCC. 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 -0.86. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while SCC 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 1.09% against 3.53% for SCC.

Frequently Asked Questions

Which is cheaper, IVV or SCC?

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

Over the past year IVV returned +23.01% vs -14.40% for SCC, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.04% vs -27.66% for SCC. Past performance does not guarantee future results.

Which is riskier, IVV or SCC?

SCC has been the more volatile fund at 34.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SCC -99.9%.

Should I hold both IVV and SCC?

IVV and SCC have a monthly-return correlation of -0.86, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or SCC?

IVV yields 1.09% while SCC yields 3.53%, so SCC currently pays the higher dividend yield.

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