IVV vs SCO

IVV vs SCO

Which is better, IVV or SCO?

Large Cap Blend against Trading-Inverse Commodities.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVSCO
Expense Ratio0.03%Best0.95%
AUM$876.4B$714M
Dividend Yield1.06%0.00%
Holdings5085
YTD Return+12.39%Best-74.58%
1Y Return+16.61%Best-70.64%
3Y Return (annualized)+21.38%Best-32.55%
5Y Return (annualized)+13.51%Best-43.32%
Volatility (annualized)14.9%Best114.4%
Max Drawdown-33.9%-
$10,000 over 5 years$18,844Best$585
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Commodities
InceptionMay 15, 2000Nov 24, 2008

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 25, 2008 to Sep 18, 2026 (17.8 years).

IVV vs SCO 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 17.8 years both funds cover.

IVV vs SCO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares UltraShort Bloomberg Crude Oil (SCO) is an ETF from ProShares. Over the past year IVV returned +16.61% while SCO returned -70.64%. Year to date, IVV is up 12.39% versus a loss of 74.58% for SCO.

Over three years, IVV compounded at +21.38% per year against -32.55% for SCO; over five years the annualized figures are +13.51% and -43.32% respectively. Across the full 18-year window we track, IVV has the edge at +13.54% annualized vs -20.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCO has been the more volatile fund, with annualized monthly volatility of 114.4% compared with 14.9% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.22. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while SCO 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 0.00% for SCO.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in SCO, totalling 99.3% and 34.3% 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 SCO, against full books of 508 and 5.

You are not choosing between two funds in isolation.

Whichever of IVV and SCO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVSCO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or SCO?

IVV has an expense ratio of 0.03% while SCO charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, IVV or SCO?

Over the past year IVV returned +16.61% vs -70.64% for SCO, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +13.54% vs -20.27% for SCO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or SCO?

SCO has been the more volatile fund at 114.4% annualized versus 14.9% for IVV.

Should I hold both IVV and SCO?

IVV and SCO have a monthly-return correlation of -0.22, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or SCO?

IVV yields 1.06% while SCO yields 0.00%, so IVV currently pays the higher dividend yield.

Is SCO better than IVV?

IVV has a lower expense ratio. IVV 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.