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MAKX vs IVV

ProShares S&P Kensho Smart Factories ETF vs iShares Core S&P 500 ETF

MAKX

ProShares S&P Kensho Smart Factories ETF

Annual cost

0.58%

Fund size

$5M

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

Both MAKX and IVV are equity ETFs. MAKX charges 0.58% a year and IVV 0.03%. The main difference: MAKX covers global markets; IVV covers North America.

  • MAKX covers global markets; IVV covers North America.
  • IVV costs 0.55% less per year.
  • IVV is much larger than MAKX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAKX has delivered higher annualized returns.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAKXIVV
Annual cost (TER)0.58%0.03%
Fund size (AUM)$5M$854.9B
Since20212000
Dividend yield0.10%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+61.0%+24.8%
CAGR 3Y+25.0%+21.9%
CAGR 5YN/A+13.5%
Sharpe 3Y0.821.17
Volatility 1Y30.31%12.28%
Max drawdown-40.27%-33.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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