IVV vs UPLT
iShares Core S&P 500 ETF vs ProShares Ultra Platinum K-1 Free ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UPLT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $886.7B | $3M | |
| Dividend Yield | 1.10% | 0.28% | |
| Holdings | 508 | 4 | |
| YTD Return | +12.64% | -36.46% | |
| 1Y Return | +20.92% | - | |
| 3Y Return (annualized) | +21.07% | - | |
| 5Y Return (annualized) | +12.62% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -50.0% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 20, 2026 |
IVV vs UPLT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Ultra Platinum K-1 Free ETF (UPLT) is a ETF from ProShares. Year to date, IVV is up 12.64% versus a loss of 36.46% for UPLT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -50.0% for UPLT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while UPLT 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 1.10% against 0.28% for UPLT.
Frequently Asked Questions
Which is cheaper, IVV or UPLT?
IVV has an expense ratio of 0.03% while UPLT charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which pays a higher dividend, IVV or UPLT?
IVV yields 1.10% while UPLT yields 0.28%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.