IVV vs ZSL

IVV vs ZSL
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVZSLWinner
Expense Ratio0.03%0.95%
AUM$907.0B$64M
Dividend Yield1.10%0.00%
Holdings5086
YTD Return+14.29%-51.32%
1Y Return+21.79%-89.30%
3Y Return (annualized)+22.19%-80.53%
5Y Return (annualized)+13.28%-64.52%
Volatility (annualized)15.1%62.9%
Max Drawdown-56.5%-100.0%
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
InceptionMay 15, 2000Dec 1, 2008

IVV vs ZSL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and ProShares UltraShort Silver (ZSL) is a ETF from ProShares. Over the past year IVV returned +21.79% while ZSL returned -89.30%. Year to date, IVV is up 14.29% versus a loss of 51.32% for ZSL.

Over three years, IVV compounded at +22.19% per year against -80.53% for ZSL; over five years the annualized figures are +13.28% and -64.52% respectively. Across the full 18-year window we track, IVV has the edge at +7.06% annualized vs -46.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZSL has been the more volatile fund, with annualized monthly volatility of 62.9% 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 -100.0% for ZSL. 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 -0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while ZSL 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 0.00% for ZSL.

Holdings Overlap

0.0%overlap

IVV and ZSL share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or ZSL?

IVV has an expense ratio of 0.03% while ZSL 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 ZSL?

Over the past year IVV returned +21.79% vs -89.30% for ZSL, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.06% vs -46.69% for ZSL. Past performance does not guarantee future results.

Which is riskier, IVV or ZSL?

ZSL has been the more volatile fund at 62.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs ZSL -100.0%.

Should I hold both IVV and ZSL?

IVV and ZSL have a monthly-return correlation of -0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and ZSL?

IVV and ZSL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or ZSL?

IVV yields 1.10% while ZSL yields 0.00%, so IVV currently pays the higher dividend yield.

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