IVV vs PBSC

IVV vs PBSC

Which is better, IVV or PBSC?

Large Cap Blend against Bank Loan.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVPBSC
Expense Ratio0.03%Best0.49%
AUM$886.7B$102M
Dividend Yield1.10%0.28%
Holdings508201
YTD Return+13.86%Best+1.37%
1Y Return+21.57%-
3Y Return (annualized)+21.48%-
5Y Return (annualized)+12.88%-
Fund FamilyiShares by BlackRock (US)Pacer ETFs
CategoryEquityFixed Income
StyleLarge Cap BlendBank Loan
InceptionMay 15, 2000Jun 22, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs PBSC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs PBSC Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer Barings Secured Credit Flex ETF (PBSC) is an ETF from Pacer ETFs. Year to date, IVV is up 13.86% versus a gain of 1.37% for PBSC.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PBSC charges 0.49%. On a $10,000 position that is $3 vs $49 annually, a gap of $46 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.28% for PBSC.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 111 in PBSC, totalling 100.0% and 53.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 505 positions we hold weights for in IVV and 111 in PBSC, against full books of 508 and 201.

You are not choosing between two funds in isolation.

Whichever of IVV and PBSC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVPBSC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PBSC?

IVV has an expense ratio of 0.03% while PBSC charges 0.49%. IVV is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, IVV or PBSC?

IVV yields 1.10% while PBSC yields 0.28%, so IVV currently pays the higher dividend yield.

Is PBSC better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.