IVV vs UBR
iShares Core S&P 500 ETF vs ProShares Ultra MSCI Brazil Capped
Which is better, IVV or UBR?
Large Cap Blend against Trading-Leveraged Equity.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, UBR over 1Y.
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 | UBR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $4M |
| Dividend Yield | 1.06% | 1.63% |
| Holdings | 508 | 5 |
| YTD Return | +11.57% | +34.13%Best |
| 1Y Return | +17.57% | +61.59%Best |
| 3Y Return (annualized) | +20.71%Best | +13.19% |
| 5Y Return (annualized) | +12.80%Best | +5.79% |
| Volatility (annualized) | 14.5%Best | 62.2% |
| Max Drawdown | -33.9%Best | -97.2% |
| $10,000 over 5 years | $18,262Best | $13,250 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Equity |
| Inception | May 15, 2000 | Apr 27, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 29, 2010 to Sep 10, 2026 (16.4 years).
IVV vs UBR 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 16.4 years both funds cover.
IVV vs UBR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Ultra MSCI Brazil Capped (UBR) is an ETF from ProShares. Over the past year IVV returned +17.57% while UBR returned +61.59%. Year to date, IVV is up 11.57% versus a gain of 34.13% for UBR.
Over three years, IVV compounded at +20.71% per year against +13.19% for UBR; over five years the annualized figures are +12.80% and +5.79% respectively. Across the full 16-year window we track, IVV has the edge at +12.41% annualized vs -13.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UBR has been the more volatile fund, with annualized monthly volatility of 62.2% compared with 14.5% 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 -33.9% for IVV and -97.2% for UBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while UBR 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 1.63% for UBR.
You are not choosing between two funds in isolation.
Whichever of IVV and UBR 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 UBR?
IVV has an expense ratio of 0.03% while UBR charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or UBR?
Over the past year IVV returned +17.57% vs +61.59% for UBR, so UBR leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +12.41% vs -13.08% for UBR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or UBR?
UBR has been the more volatile fund at 62.2% annualized versus 14.5% for IVV. Worst drawdown: IVV -33.9% vs UBR -97.2%.
Should I hold both IVV and UBR?
IVV and UBR have a monthly-return correlation of 0.48, 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 UBR?
IVV yields 1.06% while UBR yields 1.63%, so UBR currently pays the higher dividend yield.
Is UBR better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, UBR over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.