INDS vs IVV
Pacer Industrial Real Estate ETF vs iShares Core S&P 500 ETF
Which is better, INDS or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 72.5%.
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
| Metric | INDS | IVV |
|---|---|---|
| Expense Ratio | 0.49% | 0.03%Best |
| AUM | $113M | $876.4B |
| Dividend Yield | 3.35% | 1.06% |
| Holdings | 39 | 508 |
| YTD Return | +5.39% | +13.23%Best |
| 1Y Return | +8.56% | +17.38%Best |
| 3Y Return (annualized) | +5.50% | +22.67%Best |
| 5Y Return (annualized) | -0.07% | +13.13%Best |
| Volatility (annualized) | 20.6% | 16.6%Best |
| Max Drawdown | -40.2% | -33.9%Best |
| $10,000 over 5 years | $9,965 | $18,531Best |
| Top 10 Weight | 72.5% | 37.8%Best |
| Fund Family | Pacer ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | May 14, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: May 15, 2018 to Sep 24, 2026 (8.4 years).
INDS vs IVV 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 8.4 years both funds cover.
INDS vs IVV Performance
Pacer Industrial Real Estate ETF (INDS) is an ETF from Pacer ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year INDS returned +8.56% while IVV returned +17.38%. Year to date, INDS is up 5.39% versus a gain of 13.23% for IVV.
Over three years, INDS compounded at +5.50% per year against +22.67% for IVV; over five years the annualized figures are -0.07% and +13.13% respectively. Across the full 8-year window we track, IVV has the edge at +14.31% annualized vs +7.49%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INDS has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 16.6% 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 -40.2% for INDS and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
INDS charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, INDS currently yields 3.35% against 1.06% for IVV.
Holdings Overlap
44.3% of INDS's money is in holdings IVV also owns. 0.3% of IVV's money is in holdings INDS also owns.
The two portfolios partly overlap.
3 positions in common, counted across the 32 positions we hold weights for in INDS and 490 in IVV, against full books of 39 and 508.
What only one of them owns
Our book lists 479 positions for IVV that do not appear in our book for INDS (98.3% of the fund), and 11 for INDS that do not appear in IVV (28.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
44.3% of INDS is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, INDS or IVV?
INDS has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, INDS or IVV?
Over the past year INDS returned +8.56% vs +17.38% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), INDS annualized +7.49% vs +14.31% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, INDS or IVV?
INDS has been the more volatile fund at 20.6% annualized versus 16.6% for IVV. Worst drawdown: INDS -40.2% vs IVV -33.9%.
Should I hold both INDS and IVV?
INDS and IVV have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between INDS and IVV?
44.3% of INDS's money is in holdings IVV also owns. 0.3% of IVV's is in holdings INDS also owns. They hold 3 positions in common, counted across the 32 positions we hold weights for in INDS and 490 in IVV.
Which pays a higher dividend, INDS or IVV?
INDS yields 3.35% while IVV yields 1.06%, so INDS currently pays the higher dividend yield.
Is IVV better than INDS?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 72.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.