IVV vs SUPL

IVV vs SUPL
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Quick Verdict

IVV has a lower expense ratio. SUPL delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: SUPLMore Diversified: IVV

Side-by-Side Comparison

MetricIVVSUPLWinner
Expense Ratio0.03%0.58%
AUM$907.0B$2M
Dividend Yield1.10%2.51%
Holdings50841
YTD Return+14.29%+19.70%
1Y Return+21.79%+28.66%
3Y Return (annualized)+22.19%+9.24%
5Y Return (annualized)+13.28%-
Volatility (annualized)15.1%20.0%
Max Drawdown-56.5%-24.4%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityEquity
InceptionMay 15, 2000Apr 6, 2022

IVV vs SUPL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Supply Chain Logistics ETF (SUPL) is a ETF from ProShares. Over the past year IVV returned +21.79% while SUPL returned +28.66%. Year to date, IVV is up 14.29% versus a gain of 19.70% for SUPL.

Over three years, IVV compounded at +22.19% per year against +9.24% for SUPL. Across the full 4-year window we track, IVV has the edge at +7.06% annualized vs +6.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SUPL has been the more volatile fund, with annualized monthly volatility of 20.0% 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 -24.4% for SUPL. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while SUPL charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.51% for SUPL.

Holdings Overlap

1.0%overlap

IVV and SUPL share 10 holdings out of 535 unique holdings combined, representing a 1.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in SUPLDifference
UNP0.27%4.69%4.42%
CSX0.14%4.69%4.55%
NSC0.12%4.65%4.53%
UPSProProPro
FDXProProPro
ODFLProProPro
CHRWProProPro
EXPDProProPro
JBHTProProPro
FDXFProProPro
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Frequently Asked Questions

Which is cheaper, IVV or SUPL?

IVV has an expense ratio of 0.03% while SUPL charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.

Which performed better, IVV or SUPL?

Over the past year IVV returned +21.79% vs +28.66% for SUPL, so SUPL leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.06% vs +6.82% for SUPL. Past performance does not guarantee future results.

Which is riskier, IVV or SUPL?

SUPL has been the more volatile fund at 20.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SUPL -24.4%.

Should I hold both IVV and SUPL?

IVV and SUPL have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and SUPL?

IVV and SUPL share 10 common holdings with a 1.0% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, IVV or SUPL?

IVV yields 1.10% while SUPL yields 2.51%, so SUPL currently pays the higher dividend yield.

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