IVV vs REW

IVV vs REW

Which is better, IVV or REW?

Opposite sides of the same exposure.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.83, so holding both offsets the exposure while paying both fees.

Lower Fees: IVVHigher Returns: IVV

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

MetricIVVREW
Expense Ratio0.03%Best0.95%
AUM$896.5B$3M
Dividend Yield1.10%7.44%
Holdings5088
YTD Return+13.59%Best-48.73%
1Y Return+17.54%Best-51.57%
3Y Return (annualized)+22.46%Best-47.02%
5Y Return (annualized)+13.28%Best-37.22%
Volatility (annualized)15.4%Best38.3%
Max Drawdown-56.5%-
$10,000 over 5 years$18,654Best$975
Fund FamilyiShares by BlackRock (US)ProShares
CategoryEquityAlternative
StyleLarge Cap BlendTrading-Inverse Equity
InceptionMay 15, 2000Jan 30, 2007

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 1, 2007 to Oct 14, 2026 (19.7 years).

IVV vs REW 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 19.7 years both funds cover.

IVV vs REW Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ProShares UltraShort Technology (REW) is an ETF from ProShares. Over the past year IVV returned +17.54% while REW returned -51.57%. Year to date, IVV is up 13.59% versus a loss of 48.73% for REW.

Over three years, IVV compounded at +22.46% per year against -47.02% for REW; over five years the annualized figures are +13.28% and -37.22% respectively. Across the full 20-year window we track, IVV has the edge at +9.31% annualized vs -37.69%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REW has been the more volatile fund, with annualized monthly volatility of 38.3% compared with 15.4% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.83. They move opposite each other. Holding both offsets the exposure rather than spreading it, while paying both funds' fees.

Fees and Cost Over Time

IVV charges 0.03% per year while REW 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 7.44% for REW.

You are not choosing between two funds in isolation.

Whichever of IVV and REW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVREW

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Frequently Asked Questions

Which is cheaper, IVV or REW?

IVV has an expense ratio of 0.03% while REW charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, IVV or REW?

Over the past year IVV returned +17.54% vs -51.57% for REW, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +9.31% vs -37.69% for REW. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or REW?

REW has been the more volatile fund at 38.3% annualized versus 15.4% for IVV.

Should I hold both IVV and REW?

IVV and REW have a monthly-return correlation of -0.83, so they move opposite each other. Holding both offsets the exposure rather than spreading it, and pays both funds' fees on the way. This is information, not a recommendation.

Which pays a higher dividend, IVV or REW?

IVV yields 1.10% while REW yields 7.44%, so REW currently pays the higher dividend yield.

Is REW better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. The two move opposite each other, correlation -0.83, so holding both offsets the exposure while paying both fees. Which one suits a particular account depends on what it is for. This is information, not a recommendation.