IVV vs PCEB

IVV vs PCEB

Which is better, IVV or PCEB?

Large Cap Blend against High Yield Bond.

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

MetricIVVPCEB
Expense Ratio0.03%Best0.55%
AUM$886.7B$22M
Dividend Yield1.10%0.85%
Holdings50888
YTD Return+12.70%Best-1.12%
1Y Return+19.36%-
3Y Return (annualized)+21.16%-
5Y Return (annualized)+12.75%-
Fund FamilyiShares by BlackRock (US)Polen Capital
CategoryEquityFixed Income
StyleLarge Cap BlendHigh Yield Bond
InceptionMay 15, 2000May 5, 2026

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

IVV vs PCEB 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 PCEB Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Polen Euro High Yield Bond ETF (PCEB) is an ETF from Polen Capital. Year to date, IVV is up 12.70% versus a loss of 1.12% for PCEB.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PCEB charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.85% for PCEB.

You are not choosing between two funds in isolation.

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

IVVPCEB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PCEB?

IVV has an expense ratio of 0.03% while PCEB charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

Which pays a higher dividend, IVV or PCEB?

IVV yields 1.10% while PCEB yields 0.85%, so IVV currently pays the higher dividend yield.

Is PCEB 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.