IVV vs UCYB

Quick Verdict

IVV has a lower expense ratio. UCYB delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: UCYBMore Diversified: IVV

Side-by-Side Comparison

MetricIVVUCYBWinner
Expense Ratio0.03%0.95%
AUM$865.2B$7M
Dividend Yield1.09%1.58%
Holdings5086
YTD Return+13.80%+85.20%
1Y Return+23.01%+77.99%
3Y Return (annualized)+21.77%+50.95%
5Y Return (annualized)+13.39%+17.99%
Volatility (annualized)15.1%48.0%
Max Drawdown-56.5%-62.9%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Jan 19, 2021

IVV vs UCYB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Ultra Nasdaq Cybersecurity ETF (UCYB) is a ETF from ProShares. Over the past year IVV returned +23.01% while UCYB returned +77.99%. Year to date, IVV is up 13.80% versus a gain of 85.20% for UCYB.

Over three years, IVV compounded at +21.77% per year against +50.95% for UCYB; over five years the annualized figures are +13.39% and +17.99% respectively. Across the full 6-year window we track, UCYB has the edge at +17.85% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UCYB has been the more volatile fund, with annualized monthly volatility of 48.0% 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 -62.9% for UCYB. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.09% against 1.58% for UCYB.

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. On a $10,000 investment, that is $92 per year of difference.

Which performed better, IVV or UCYB?

Over the past year IVV returned +23.01% vs +77.99% for UCYB, so UCYB leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.04% vs +17.85% for UCYB. Past performance does not guarantee future results.

Which is riskier, IVV or UCYB?

UCYB has been the more volatile fund at 48.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs UCYB -62.9%.

Should I hold both IVV and UCYB?

IVV and UCYB have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or UCYB?

IVV yields 1.09% while UCYB yields 1.58%, so UCYB currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.