DDM vs IVV
DDM vs IVV
ProShares Ultra Dow30 vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DDM delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DDM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $527M | $865.2B | |
| Dividend Yield | 0.93% | 1.09% | |
| Holdings | 43 | 508 | |
| YTD Return | +22.88% | +13.31% | |
| 1Y Return | +45.60% | +24.00% | |
| 3Y Return (annualized) | +26.59% | +21.16% | |
| 5Y Return (annualized) | +14.47% | +13.34% | |
| Volatility (annualized) | 30.1% | 15.1% | |
| Max Drawdown | -82.8% | -56.5% | |
| Fund Family | ProShares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jun 19, 2006 | May 15, 2000 |
DDM vs IVV Performance
ProShares Ultra Dow30 (DDM) is a ETF from ProShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DDM returned +45.60% while IVV returned +24.00%. Year to date, DDM is up 22.88% versus a gain of 13.31% for IVV.
Over three years, DDM compounded at +26.59% per year against +21.16% for IVV; over five years the annualized figures are +14.47% and +13.34% respectively. Across the full 20-year window we track, DDM has the edge at +13.24% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DDM has been the more volatile fund, with annualized monthly volatility of 30.1% compared with 15.1% 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 -82.8% for DDM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DDM 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, DDM currently yields 0.93% against 1.09% for IVV.
Holdings Overlap
DDM and IVV share 29 holdings out of 507 unique holdings combined, representing a 22.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DDM | Weight in IVV | Difference |
|---|---|---|---|
| AAPL | 2.39% | 7.44% | 5.05% |
| NVDA | 1.49% | 7.76% | 6.27% |
| GS | 8.05% | 0.50% | 7.55% |
| CAT | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
See all 10 holdings DDM shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DDM or IVV?
DDM has an expense ratio of 0.95% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, DDM or IVV?
Over the past year DDM returned +45.60% vs +24.00% for IVV, so DDM leads on 1-year performance. Over the longest common window we track (20 years), DDM annualized +13.24% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, DDM or IVV?
DDM has been the more volatile fund at 30.1% annualized versus 15.1% for IVV. Worst drawdown: DDM -82.8% vs IVV -56.5%.
Should I hold both DDM and IVV?
DDM and IVV have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DDM and IVV?
DDM and IVV share 29 common holdings with a 22.5% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, DDM or IVV?
DDM yields 0.93% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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