IVV vs YXI
iShares Core S&P 500 ETF vs ProShares Short FTSE China 50
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | YXI | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $907.0B | $5M | |
| Dividend Yield | 1.10% | 2.71% | |
| Holdings | 508 | 6 | |
| YTD Return | +12.71% | +11.58% | |
| 1Y Return | +21.89% | +6.80% | |
| 3Y Return (annualized) | +22.08% | -13.61% | |
| 5Y Return (annualized) | +12.96% | -5.99% | |
| Volatility (annualized) | 15.1% | 22.7% | |
| Max Drawdown | -56.5% | -81.7% | |
| Fund Family | iShares by BlackRock (US) | ProShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 16, 2010 |
IVV vs YXI Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares Short FTSE China 50 (YXI) is a ETF from ProShares. Over the past year IVV returned +21.89% while YXI returned +6.80%. Year to date, IVV is up 12.71% versus a gain of 11.58% for YXI.
Over three years, IVV compounded at +22.08% per year against -13.61% for YXI; over five years the annualized figures are +12.96% and -5.99% respectively. Across the full 16-year window we track, IVV has the edge at +7.00% annualized vs -8.31%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
YXI has been the more volatile fund, with annualized monthly volatility of 22.7% 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 -81.7% for YXI. 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 -0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 2.71% for YXI.
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or YXI?
Over the past year IVV returned +21.89% vs +6.80% for YXI, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.00% vs -8.31% for YXI. Past performance does not guarantee future results.
Which is riskier, IVV or YXI?
YXI has been the more volatile fund at 22.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YXI -81.7%.
Should I hold both IVV and YXI?
IVV and YXI have a monthly-return correlation of -0.38, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or YXI?
IVV yields 1.10% while YXI yields 2.71%, so YXI currently pays the higher dividend yield.
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