IVV vs UCYB

IVV vs UCYB

Which is better, IVV or UCYB?

Large Cap Blend against Trading-Leveraged Equity.

IVV has a lower expense ratio. IVV led over 5Y and the full window, UCYB over 1Y and 3Y.

Lower Fees: IVVHigher Returns: split

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

MetricIVVUCYB
Expense Ratio0.03%Best0.95%
AUM$876.4B$9M
Dividend Yield1.06%1.31%
Holdings5085
YTD Return+12.51%+59.93%Best
1Y Return+17.57%+35.62%Best
3Y Return (annualized)+21.27%+40.52%Best
5Y Return (annualized)+12.95%Best+12.33%
Volatility (annualized)15.2%Best47.8%
Max Drawdown-24.5%Best-62.9%
$10,000 over 5 years$18,384Best$17,885
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Leveraged Equity
InceptionMay 15, 2000Jan 19, 2021

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 21, 2021 to Sep 11, 2026 (5.6 years).

IVV vs UCYB 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 5.6 years both funds cover.

IVV vs UCYB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Ultra Nasdaq Cybersecurity ETF (UCYB) is an ETF from ProShares. Over the past year IVV returned +17.57% while UCYB returned +35.62%. Year to date, IVV is up 12.51% versus a gain of 59.93% for UCYB.

Over three years, IVV compounded at +21.27% per year against +40.52% for UCYB; over five years the annualized figures are +12.95% and +12.33% respectively. Across the full 6-year window we track, IVV has the edge at +14.54% annualized vs +14.53%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UCYB has been the more volatile fund, with annualized monthly volatility of 47.8% compared with 15.2% 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 -24.5% for IVV and -62.9% for UCYB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while UCYB 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 1.31% for UCYB.

You are not choosing between two funds in isolation.

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

IVVUCYB

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Frequently Asked Questions

Which is cheaper, IVV or UCYB?

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

Which performed better, IVV or UCYB?

Over the past year IVV returned +17.57% vs +35.62% for UCYB, so UCYB leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +14.54% vs +14.53% for UCYB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or UCYB?

UCYB has been the more volatile fund at 47.8% annualized versus 15.2% for IVV. Worst drawdown: IVV -24.5% vs UCYB -62.9%.

Should I hold both IVV and UCYB?

IVV and UCYB have a monthly-return correlation of 0.59, 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 UCYB?

IVV yields 1.06% while UCYB yields 1.31%, so UCYB currently pays the higher dividend yield.

Is UCYB better than IVV?

IVV has a lower expense ratio. IVV led over 5Y and the full window, UCYB over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.