IVV vs PBOG

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPBOGWinner
Expense Ratio0.03%0.13%
AUM$865.2B$435M
Dividend Yield1.09%0.15%
Holdings50839
YTD Return+14.50%+31.82%
1Y Return+22.02%-
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-19.2%
Fund FamilyiShares by BlackRock (US)Portfolio Building Block ETFs
CategoryEquityEquity
InceptionMay 15, 2000Nov 24, 2025

IVV vs PBOG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) is a ETF from Portfolio Building Block ETFs. Year to date, IVV is up 14.50% versus a gain of 31.82% for PBOG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -19.2% for PBOG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while PBOG charges 0.13%. On a $10,000 position that is $3 vs $13 annually, a gap of $10 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.15% for PBOG.

Holdings Overlap

2.2%overlap

IVV and PBOG share 12 holdings out of 527 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PBOGDifference
XOM0.97%17.91%16.94%
CVX0.55%10.87%10.32%
COP0.22%4.36%4.14%
EOGProProPro
OXYProProPro
FANGProProPro
DVNProProPro
EQTProProPro
TPLProProPro
CHKProProPro
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Frequently Asked Questions

Which is cheaper, IVV or PBOG?

IVV has an expense ratio of 0.03% while PBOG charges 0.13%. IVV is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

What is the holdings overlap between IVV and PBOG?

IVV and PBOG share 12 common holdings with a 2.2% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, IVV or PBOG?

IVV yields 1.09% while PBOG yields 0.15%, so IVV currently pays the higher dividend yield.

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