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SVXY vs. IVOL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SVXY vs. IVOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Short VIX Short-Term Futures ETF (SVXY) and Quadratic Interest Rate Volatility & Inflation Hedge ETF (IVOL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SVXY achieves a 4.84% return, which is significantly higher than IVOL's -7.33% return.


SVXY

1D
1.47%
1M
1.31%
6M
7.32%
YTD
4.84%
1Y
33.59%
3Y*
9.63%
5Y*
16.64%
10Y*
-1.01%
ALL TIME*
12.70%

IVOL

1D
0.17%
1M
0.36%
6M
-6.64%
YTD
-7.33%
1Y
-7.62%
3Y*
-1.90%
5Y*
-5.87%
10Y*
ALL TIME*
-1.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.46M$1.22M$2.07M
$95.64M$79.87M$82.81M

SVXY vs. IVOL - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SVXY
ProShares Short VIX Short-Term Futures ETF
4.84%10.63%-3.17%76.21%-4.66%48.53%-36.47%33.89%
IVOL
Quadratic Interest Rate Volatility & Inflation Hedge ETF
-7.33%11.97%-11.07%-5.18%-12.69%-0.31%14.56%3.35%

Correlation

The correlation between SVXY and IVOL is -0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.07

Correlation (3Y)
Balances recent behavior with more history.

-0.12

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.07

Correlation (All Time)
Calculated using the full available price history since May 14, 2019

-0.03

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Return for Risk

SVXY vs. IVOL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SVXY
SVXY Risk / Return Rank: 3838
Overall Rank
SVXY Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SVXY Sortino Ratio Rank: 3737
Sortino Ratio Rank
SVXY Omega Ratio Rank: 4040
Omega Ratio Rank
SVXY Calmar Ratio Rank: 3636
Calmar Ratio Rank
SVXY Martin Ratio Rank: 3939
Martin Ratio Rank

IVOL
IVOL Risk / Return Rank: 33
Overall Rank
IVOL Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IVOL Sortino Ratio Rank: 33
Sortino Ratio Rank
IVOL Omega Ratio Rank: 33
Omega Ratio Rank
IVOL Calmar Ratio Rank: 55
Calmar Ratio Rank
IVOL Martin Ratio Rank: 55
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SVXY vs. IVOL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Short VIX Short-Term Futures ETF (SVXY) and Quadratic Interest Rate Volatility & Inflation Hedge ETF (IVOL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SVXYIVOLDifference
Sharpe ratioReturn per unit of total volatility

+1.88

Sortino ratioReturn per unit of downside risk

+2.65

Omega ratioGain probability vs. loss probability

1.19

0.86

+0.33

Calmar ratioReturn relative to maximum drawdown

1.23

-0.51

+1.74

Martin ratioReturn relative to average drawdown

4.00

-0.99

+4.98

SVXY vs. IVOL - Sharpe Ratio Comparison

The current SVXY Sharpe Ratio is 0.96, which is higher than the IVOL Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of SVXY and IVOL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SVXY vs. IVOL - Drawdown Comparison

The maximum SVXY drawdown since its inception was -95.25%, which is greater than IVOL's maximum drawdown of -31.16%. Use the drawdown chart below to compare losses from any high point for SVXY and IVOL.


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Drawdown Indicators


SVXYIVOLDifference

Max Drawdown

Largest peak-to-trough decline

-95.25%

-31.16%

-64.09%

Max Drawdown (1Y)

Largest decline over 1 year

-22.94%

-12.17%

-10.77%

Max Drawdown (3Y)

Largest decline over 3 years

-46.45%

-14.48%

-31.97%

Max Drawdown (5Y)

Largest decline over 5 years

-46.45%

-30.07%

-16.38%

Max Drawdown (10Y)

Largest decline over 10 years

-95.25%

Current Drawdown

Current decline from peak

-79.00%

-27.12%

-51.88%

Average Drawdown

Average peak-to-trough decline

-57.10%

-13.60%

-43.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.05%

6.22%

+0.83%

Volatility

SVXY vs. IVOL - Volatility Comparison

ProShares Short VIX Short-Term Futures ETF (SVXY) has a higher volatility of 7.44% compared to Quadratic Interest Rate Volatility & Inflation Hedge ETF (IVOL) at 1.74%. This indicates that SVXY's price experiences larger fluctuations and is considered to be riskier than IVOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SVXYIVOLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.44%

1.74%

+5.70%

Volatility (6M)

Calculated over the trailing 6-month period

22.23%

4.95%

+17.28%

Volatility (1Y)

Calculated over the trailing 1-year period

29.49%

6.74%

+22.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.19%

12.85%

+22.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.47%

11.91%

+37.56%

SVXY vs. IVOL - Expense Ratio Comparison

SVXY has a 0.95% expense ratio, which is lower than IVOL's 0.99% expense ratio.


Dividends

SVXY vs. IVOL - Dividend Comparison

SVXY has not paid dividends to shareholders, while IVOL's dividend yield for the trailing twelve months is around 3.88%.


PositionTTM2025202420232022202120202019
IVOL
Quadratic Interest Rate Volatility & Inflation Hedge ETF
3.88%3.61%3.83%3.73%3.92%3.93%3.44%2.02%
SVXY
ProShares Short VIX Short-Term Futures ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SVXY and IVOL have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SVXY has higher volatility (7.44%) compared to IVOL (1.74%). In terms of maximum drawdown, SVXY dropped -95.25% vs IVOL's -31.16%.

On 5-year performance, SVXY leads with 16.64% vs -5.87% for IVOL. On fees, SVXY is cheaper at 0.95% per year. On volatility, IVOL has been the lower-risk option at 1.74%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SVXY has performed better with a 16.64% return vs -5.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SVXY is cheaper with a 0.95% expense ratio, compared with 0.99% for IVOL.

IVOL has the higher dividend yield at 3.88%, compared with 0.00% for SVXY.

SVXY is categorized as Volatility, while IVOL is Inflation-Protected Bonds. They also come from different issuers: ProShares and CICC. Their fees differ too: 0.95% for SVXY and 0.99% for IVOL.

SVXY currently has the higher Sharpe Ratio (0.96 vs -0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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