IVV vs PCCE
IVV vs PCCE
iShares Core S&P 500 ETF vs Polen Capital China Growth ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PCCE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 2.41% | |
| Holdings | 508 | 40 | |
| YTD Return | +13.80% | -4.54% | |
| 1Y Return | +23.70% | +0.51% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 20.2% | |
| Max Drawdown | -56.5% | -26.4% | |
| Fund Family | iShares by BlackRock (US) | iMGP Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 14, 2024 |
IVV vs PCCE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Polen Capital China Growth ETF (PCCE) is a ETF from iMGP Funds. Over the past year IVV returned +23.70% while PCCE returned +0.51%. Year to date, IVV is up 13.80% versus a loss of 4.54% for PCCE.
Risk: Volatility and Drawdowns
PCCE has been the more volatile fund, with annualized monthly volatility of 20.2% compared with 15.1% 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 -56.5% for IVV and -26.4% for PCCE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PCCE charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.41% for PCCE.
Holdings Overlap
IVV and PCCE share 0 holdings out of 540 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PCCE?
IVV has an expense ratio of 0.03% while PCCE charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or PCCE?
Over the past year IVV returned +23.70% vs +0.51% for PCCE, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +13.32% for PCCE. Past performance does not guarantee future results.
Which is riskier, IVV or PCCE?
PCCE has been the more volatile fund at 20.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PCCE -26.4%.
Should I hold both IVV and PCCE?
IVV and PCCE have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PCCE?
IVV and PCCE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 540 unique securities.
Which pays a higher dividend, IVV or PCCE?
IVV yields 1.09% while PCCE yields 2.41%, so PCCE currently pays the higher dividend yield.
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