IVV vs YCL
iShares Core S&P 500 ETF vs ProShares Ultra Yen
Which is better, IVV or YCL?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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
| Metric | IVV | YCL |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $31M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 4 |
| YTD Return | +12.39%Best | -3.10% |
| 1Y Return | +16.61%Best | -15.18% |
| 3Y Return (annualized) | +21.38%Best | -10.47% |
| 5Y Return (annualized) | +13.51%Best | -18.95% |
| Volatility (annualized) | 14.9%Best | 18.8% |
| Max Drawdown | -33.9%Best | -88.7% |
| $10,000 over 5 years | $18,844Best | $3,498 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | - |
| Inception | May 15, 2000 | Nov 24, 2008 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 25, 2008 to Sep 18, 2026 (17.8 years).
IVV vs YCL 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 17.8 years both funds cover.
IVV vs YCL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Ultra Yen (YCL) is an ETF from ProShares. Over the past year IVV returned +16.61% while YCL returned -15.18%. Year to date, IVV is up 12.39% versus a loss of 3.10% for YCL.
Over three years, IVV compounded at +21.38% per year against -10.47% for YCL; over five years the annualized figures are +13.51% and -18.95% respectively. Across the full 18-year window we track, IVV has the edge at +13.54% annualized vs -9.21%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YCL has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 14.9% 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 -33.9% for IVV and -88.7% for YCL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.03. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while YCL 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 0.00% for YCL.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 1 in YCL, totalling 99.3% and 35.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in YCL, against full books of 508 and 4.
You are not choosing between two funds in isolation.
Whichever of IVV and YCL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or YCL?
IVV has an expense ratio of 0.03% while YCL charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or YCL?
Over the past year IVV returned +16.61% vs -15.18% for YCL, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +13.54% vs -9.21% for YCL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or YCL?
YCL has been the more volatile fund at 18.8% annualized versus 14.9% for IVV. Worst drawdown: IVV -33.9% vs YCL -88.7%.
Should I hold both IVV and YCL?
IVV and YCL have a monthly-return correlation of 0.03, 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 YCL?
IVV yields 1.06% while YCL yields 0.00%, so IVV currently pays the higher dividend yield.
Is YCL better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.