Skip to content
Beacon
Screener

SPXV vs IVV

ProShares S&P 500 ex-Health Care ETF vs iShares Core S&P 500 ETF

SPXV

ProShares S&P 500 ex-Health Care ETF

ProShares

Annual cost

0.09%

Fund size

$38M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.06% less per year.
  • IVV is significantly larger than SPXV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPXV has delivered higher annualized returns.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPXVIVV
Annual cost (TER)0.09%0.03%
Fund size (AUM)$38M$797.5B
Since20152000
Dividend yield0.94%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.7%+29.5%
CAGR 3Y+25.4%+23.2%
CAGR 5Y+15.0%+14.0%
Sharpe 3Y1.291.25
Volatility 1Y12.82%11.96%
Max drawdown-34.34%-33.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPXV and IVV