IVV vs URE
iShares Core S&P 500 ETF vs ProShares Ultra Real Estate
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | URE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $865.2B | $60M | |
| Dividend Yield | 1.09% | 2.07% | |
| Holdings | 508 | 39 | |
| YTD Return | +13.80% | +18.74% | |
| 1Y Return | +23.01% | +16.02% | |
| 3Y Return (annualized) | +21.77% | +9.10% | |
| 5Y Return (annualized) | +13.39% | -4.47% | |
| Volatility (annualized) | 15.1% | 42.0% | |
| Max Drawdown | -56.5% | -97.3% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 30, 2007 |
IVV vs URE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Ultra Real Estate (URE) is a ETF from ProShares. Over the past year IVV returned +23.01% while URE returned +16.02%. Year to date, IVV is up 13.80% versus a gain of 18.74% for URE.
Over three years, IVV compounded at +21.77% per year against +9.10% for URE; over five years the annualized figures are +13.39% and -4.47% respectively. Across the full 20-year window we track, IVV has the edge at +7.04% annualized vs -4.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
URE has been the more volatile fund, with annualized monthly volatility of 42.0% 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 -97.3% for URE. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while URE 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 2.07% for URE.
Holdings Overlap
IVV and URE share 31 holdings out of 506 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or URE?
IVV has an expense ratio of 0.03% while URE 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 URE?
Over the past year IVV returned +23.01% vs +16.02% for URE, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +7.04% vs -4.35% for URE. Past performance does not guarantee future results.
Which is riskier, IVV or URE?
URE has been the more volatile fund at 42.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs URE -97.3%.
Should I hold both IVV and URE?
IVV and URE have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and URE?
IVV and URE share 31 common holdings with a 1.9% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or URE?
IVV yields 1.09% while URE yields 2.07%, so URE currently pays the higher dividend yield.
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