IVV vs SDP
iShares Core S&P 500 ETF vs ProShares UltraShort Utilities
Which is better, IVV or SDP?
Large Cap Blend against Trading-Inverse Equity.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | SDP |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $4M |
| Dividend Yield | 1.06% | 3.68% |
| Holdings | 508 | 4 |
| YTD Return | +12.39%Best | +8.78% |
| 1Y Return | +16.61%Best | +3.28% |
| 3Y Return (annualized) | +21.38%Best | -17.25% |
| 5Y Return (annualized) | +13.51%Best | -13.84% |
| Volatility (annualized) | 15.5%Best | 30.5% |
| Max Drawdown | -56.5% | - |
| $10,000 over 5 years | $18,844Best | $4,748 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Equity |
| Inception | May 15, 2000 | Jan 30, 2007 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Sep 18, 2026 (19.6 years).
IVV vs SDP 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 19.6 years both funds cover.
IVV vs SDP Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares UltraShort Utilities (SDP) is an ETF from ProShares. Over the past year IVV returned +16.61% while SDP returned +3.28%. Year to date, IVV is up 12.39% versus a gain of 8.78% for SDP.
Over three years, IVV compounded at +21.38% per year against -17.25% for SDP; over five years the annualized figures are +13.51% and -13.84% respectively. Across the full 20-year window we track, IVV has the edge at +9.29% annualized vs -24.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDP has been the more volatile fund, with annualized monthly volatility of 30.5% compared with 15.5% 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 -0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SDP 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 3.68% for SDP.
You are not choosing between two funds in isolation.
Whichever of IVV and SDP 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 SDP?
IVV has an expense ratio of 0.03% while SDP charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or SDP?
Over the past year IVV returned +16.61% vs +3.28% for SDP, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +9.29% vs -24.15% for SDP. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDP?
SDP has been the more volatile fund at 30.5% annualized versus 15.5% for IVV.
Should I hold both IVV and SDP?
IVV and SDP have a monthly-return correlation of -0.43, 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 SDP?
IVV yields 1.06% while SDP yields 3.68%, so SDP currently pays the higher dividend yield.
Is SDP 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.