IVV vs PBOT
iShares Core S&P 500 ETF vs Pictet AI & Automation ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PBOT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.70% | |
| AUM | $907.0B | $15M | |
| Dividend Yield | 1.10% | 0.08% | |
| Holdings | 508 | 52 | |
| YTD Return | +14.29% | +34.75% | |
| 1Y Return | +21.79% | - | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -15.8% | |
| Fund Family | iShares by BlackRock (US) | Pictet Asset Management Ltd. (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 15, 2025 |
IVV vs PBOT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pictet AI & Automation ETF (PBOT) is a ETF from Pictet Asset Management Ltd. (US). Year to date, IVV is up 14.29% versus a gain of 34.75% for PBOT.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -15.8% for PBOT. 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 PBOT charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.08% for PBOT.
Holdings Overlap
IVV and PBOT share 24 holdings out of 526 unique holdings combined, representing a 16.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PBOT?
IVV has an expense ratio of 0.03% while PBOT charges 0.70%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
What is the holdings overlap between IVV and PBOT?
IVV and PBOT share 24 common holdings with a 16.0% weight overlap. Combined, they hold 526 unique securities.
Which pays a higher dividend, IVV or PBOT?
IVV yields 1.10% while PBOT yields 0.08%, so IVV currently pays the higher dividend yield.
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