IVV vs SKRE
iShares Core S&P 500 ETF vs Tuttle Capital Daily 2X Inverse Regional Banks ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SKRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $907.0B | $5M | |
| Dividend Yield | 1.10% | 0.38% | |
| Holdings | 508 | 2 | |
| YTD Return | +12.71% | -30.76% | |
| 1Y Return | +21.89% | -42.14% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 41.9% | |
| Max Drawdown | -56.5% | -78.8% | |
| Fund Family | iShares by BlackRock (US) | Tuttle Funds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 4, 2024 |
IVV vs SKRE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) is a ETF from Tuttle Funds. Over the past year IVV returned +21.89% while SKRE returned -42.14%. Year to date, IVV is up 12.71% versus a loss of 30.76% for SKRE.
Risk: Volatility and Drawdowns
SKRE has been the more volatile fund, with annualized monthly volatility of 41.9% 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 -78.8% for SKRE. 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 -0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SKRE charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.38% for SKRE.
Frequently Asked Questions
Which is cheaper, IVV or SKRE?
IVV has an expense ratio of 0.03% while SKRE charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or SKRE?
Over the past year IVV returned +21.89% vs -42.14% for SKRE, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.00% vs -39.29% for SKRE. Past performance does not guarantee future results.
Which is riskier, IVV or SKRE?
SKRE has been the more volatile fund at 41.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SKRE -78.8%.
Should I hold both IVV and SKRE?
IVV and SKRE have a monthly-return correlation of -0.47, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or SKRE?
IVV yields 1.10% while SKRE yields 0.38%, so IVV currently pays the higher dividend yield.
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