AGQ vs IVV
ProShares Ultra Silver vs iShares Core S&P 500 ETF
Which is better, AGQ or IVV?
Each has led over a different period.
IVV has a lower expense ratio. AGQ led over 3Y, IVV over 1Y, 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 | AGQ | IVV |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $1.2B | $896.5B |
| Dividend Yield | 0.00% | 1.10% |
| Holdings | 10 | 508 |
| YTD Return | -65.45% | +13.59%Best |
| 1Y Return | -35.46% | +17.54%Best |
| 3Y Return (annualized) | +30.57%Best | +22.46% |
| 5Y Return (annualized) | +9.19% | +13.28%Best |
| Volatility (annualized) | 65.3% | 14.9%Best |
| Max Drawdown | -98.2% | -33.9%Best |
| $10,000 over 5 years | $15,521 | $18,654Best |
| Fund Family | ProShares | iShares by BlackRock (US) |
| Category | Alternative | Equity |
| Style | - | Large Cap Blend |
| Inception | Dec 1, 2008 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 4, 2008 to Oct 14, 2026 (17.9 years).
AGQ vs IVV 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 17.9 years both funds cover.
AGQ vs IVV Performance
ProShares Ultra Silver (AGQ) is an ETF from ProShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AGQ returned -35.46% while IVV returned +17.54%. Year to date, AGQ is down 65.45% versus a gain of 13.59% for IVV.
Over three years, AGQ compounded at +30.57% per year against +22.46% for IVV; over five years the annualized figures are +9.19% and +13.28% respectively. Across the full 18-year window we track, IVV has the edge at +13.66% annualized vs +1.18%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AGQ has been the more volatile fund, with annualized monthly volatility of 65.3% 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 -98.2% for AGQ and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.26. They move largely independently of each other.
Fees and Cost Over Time
AGQ charges 0.95% per year while IVV charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, AGQ currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 1 holding in AGQ and 506 in IVV, totalling 37.1% and 99.9% 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 1 positions we hold weights for in AGQ and 506 in IVV, against full books of 10 and 508.
You are not choosing between two funds in isolation.
Whichever of AGQ and IVV 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, AGQ or IVV?
AGQ has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, AGQ or IVV?
Over the past year AGQ returned -35.46% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (18 years), AGQ annualized +1.18% vs +13.66% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGQ or IVV?
AGQ has been the more volatile fund at 65.3% annualized versus 14.9% for IVV. Worst drawdown: AGQ -98.2% vs IVV -33.9%.
Should I hold both AGQ and IVV?
AGQ and IVV have a monthly-return correlation of 0.26, 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, AGQ or IVV?
AGQ yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than AGQ?
IVV has a lower expense ratio. AGQ led over 3Y, IVV over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.