IVV vs YXI
iShares Core S&P 500 ETF vs ProShares Short FTSE China 50
Which is better, IVV or YXI?
Large Cap Blend against Trading-Inverse Equity.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, YXI over 1Y.
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 | YXI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.95% |
| AUM | $876.4B | $5M |
| Dividend Yield | 1.06% | 2.62% |
| Holdings | 508 | 5 |
| YTD Return | +12.51% | +16.18%Best |
| 1Y Return | +17.57% | +17.95%Best |
| 3Y Return (annualized) | +21.27%Best | -11.15% |
| 5Y Return (annualized) | +12.95%Best | -4.14% |
| Volatility (annualized) | 14.4%Best | 22.6% |
| Max Drawdown | -33.9%Best | -81.7% |
| $10,000 over 5 years | $18,384Best | $8,094 |
| Fund Family | iShares by BlackRock (US) | ProShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Inverse Equity |
| Inception | May 15, 2000 | Mar 16, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 18, 2010 to Sep 11, 2026 (16.5 years).
IVV vs YXI 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 16.5 years both funds cover.
IVV vs YXI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares Short FTSE China 50 (YXI) is an ETF from ProShares. Over the past year IVV returned +17.57% while YXI returned +17.95%. Year to date, IVV is up 12.51% versus a gain of 16.18% for YXI.
Over three years, IVV compounded at +21.27% per year against -11.15% for YXI; over five years the annualized figures are +12.95% and -4.14% respectively. Across the full 17-year window we track, IVV has the edge at +12.59% annualized vs -8.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YXI has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.4% 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 -81.7% for YXI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while YXI 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 2.62% for YXI.
You are not choosing between two funds in isolation.
Whichever of IVV and YXI 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 YXI?
IVV has an expense ratio of 0.03% while YXI charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, IVV or YXI?
Over the past year IVV returned +17.57% vs +17.95% for YXI, so YXI leads on 1-year performance. Over the longest common window we track (17 years), IVV annualized +12.59% vs -8.05% for YXI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or YXI?
YXI has been the more volatile fund at 22.6% annualized versus 14.4% for IVV. Worst drawdown: IVV -33.9% vs YXI -81.7%.
Should I hold both IVV and YXI?
IVV and YXI have a monthly-return correlation of -0.38, 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 YXI?
IVV yields 1.06% while YXI yields 2.62%, so YXI currently pays the higher dividend yield.
Is YXI better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, YXI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.