IVV vs MVRL
iShares Core S&P 500 ETF vs ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
Which is better, IVV or MVRL?
Large Cap Blend against Trading-Leveraged Debt.
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 | MVRL |
|---|---|---|
| Expense Ratio | 0.03% | - |
| AUM | $896.5B | $12M |
| Dividend Yield | 1.10% | 20.32% |
| Holdings | 508 | - |
| YTD Return | +13.59%Best | -34.81% |
| 1Y Return | +17.54%Best | -29.85% |
| 3Y Return (annualized) | +22.46%Best | -5.25% |
| 5Y Return (annualized) | +13.28%Best | -15.79% |
| Volatility (annualized) | 15.4%Best | 36.7% |
| Max Drawdown | -24.5%Best | -60.3% |
| $10,000 over 5 years | $18,654Best | $4,235 |
| Fund Family | iShares by BlackRock (US) | UBS AG |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Trading-Leveraged Debt |
| Inception | May 15, 2000 | Jun 2, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2020 to Oct 14, 2026 (6.4 years).
IVV vs MVRL 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 6.4 years both funds cover.
IVV vs MVRL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) is an ETF from UBS AG. Over the past year IVV returned +17.54% while MVRL returned -29.85%. Year to date, IVV is up 13.59% versus a loss of 34.81% for MVRL.
Over three years, IVV compounded at +22.46% per year against -5.25% for MVRL; over five years the annualized figures are +13.28% and -15.79% respectively. Across the full 6-year window we track, IVV has the edge at +16.70% annualized vs -3.47%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MVRL has been the more volatile fund, with annualized monthly volatility of 36.7% compared with 15.4% 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 -24.5% for IVV and -60.3% for MVRL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
You are not choosing between two funds in isolation.
Whichever of IVV and MVRL 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 performed better, IVV or MVRL?
Over the past year IVV returned +17.54% vs -29.85% for MVRL, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +16.70% vs -3.47% for MVRL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or MVRL?
MVRL has been the more volatile fund at 36.7% annualized versus 15.4% for IVV. Worst drawdown: IVV -24.5% vs MVRL -60.3%.
Should I hold both IVV and MVRL?
IVV and MVRL have a monthly-return correlation of 0.75, 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 MVRL?
IVV yields 1.10% while MVRL yields 20.32%, so MVRL currently pays the higher dividend yield.
Is MVRL better than IVV?
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.