IVV vs SIJ
iShares Core S&P 500 ETF vs ProShares UltraShort Industrials
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SIJ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $865.2B | $6M | |
| Dividend Yield | 1.09% | 5.11% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.72% | -29.07% | |
| 1Y Return | +21.64% | -33.68% | |
| 3Y Return (annualized) | +21.55% | -29.94% | |
| 5Y Return (annualized) | +13.27% | -20.16% | |
| Volatility (annualized) | 15.1% | 38.0% | |
| Max Drawdown | -56.5% | -100.0% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 30, 2007 |
IVV vs SIJ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort Industrials (SIJ) is a ETF from ProShares. Over the past year IVV returned +21.64% while SIJ returned -33.68%. Year to date, IVV is up 13.72% versus a loss of 29.07% for SIJ.
Over three years, IVV compounded at +21.55% per year against -29.94% for SIJ; over five years the annualized figures are +13.27% and -20.16% respectively. Across the full 20-year window we track, IVV has the edge at +7.04% annualized vs -29.71%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SIJ has been the more volatile fund, with annualized monthly volatility of 38.0% 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 -100.0% for SIJ. 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 -0.87. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SIJ 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 5.11% for SIJ.
Frequently Asked Questions
Which is cheaper, IVV or SIJ?
IVV has an expense ratio of 0.03% while SIJ 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 SIJ?
Over the past year IVV returned +21.64% vs -33.68% for SIJ, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.04% vs -29.71% for SIJ. Past performance does not guarantee future results.
Which is riskier, IVV or SIJ?
SIJ has been the more volatile fund at 38.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SIJ -100.0%.
Should I hold both IVV and SIJ?
IVV and SIJ have a monthly-return correlation of -0.87, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or SIJ?
IVV yields 1.09% while SIJ yields 5.11%, so SIJ currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.