IVV vs UCOP

IVV vs UCOP

Which is better, IVV or UCOP?

IVV costs less.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVUCOP
Expense Ratio0.03%Best0.95%
AUM$876.4B$5M
Dividend Yield1.06%0.12%
Holdings5084
YTD Return+12.39%Best+9.12%
1Y Return+16.61%-
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
StyleLarge Cap Blend-
InceptionMay 15, 2000Apr 20, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs UCOP 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs UCOP Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Ultra Copper K-1 Free ETF (UCOP) is an ETF from ProShares. Year to date, IVV is up 12.39% versus a gain of 9.12% for UCOP.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while UCOP 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 0.12% for UCOP.

You are not choosing between two funds in isolation.

Whichever of IVV and UCOP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVUCOP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or UCOP?

IVV has an expense ratio of 0.03% while UCOP charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

Which pays a higher dividend, IVV or UCOP?

IVV yields 1.06% while UCOP yields 0.12%, so IVV currently pays the higher dividend yield.

Is UCOP better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.