IVV vs PCL

IVV vs PCL

Which is better, IVV or PCL?

Large Cap Blend against Long Term High Quality.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: 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

MetricIVVPCL
Expense Ratio0.03%Best0.25%
AUM$876.4B$72M
Dividend Yield1.06%6.97%
Holdings508171
YTD Return+12.39%Best-5.98%
1Y Return+16.61%Best-7.50%
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)12.9%7.3%Best
Max Drawdown-8.9%Best-10.2%
$10,000 over 1.1 years$12,354Best$9,570
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityFixed Income
StyleLarge Cap BlendLong Term High Quality
InceptionMay 15, 2000Jul 29, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 1, 2025 to Sep 18, 2026 (1.1 years).

IVV vs PCL 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 covers the 1.1 years both funds cover.

IVV vs PCL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and PGIM Corporate Bond 10+ Year ETF (PCL) is an ETF from PGIM Investments. Over the past year IVV returned +16.61% while PCL returned -7.50%. Year to date, IVV is up 12.39% versus a loss of 5.98% for PCL.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 7.3% for PCL. 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 -8.9% for IVV and -10.2% for PCL. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IVV charges 0.03% per year while PCL charges 0.25%. On a $10,000 position that is $3 vs $25 annually, a gap of $22 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 6.97% for PCL.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 118 in PCL, totalling 99.3% and 76.5% 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 490 positions we hold weights for in IVV and 118 in PCL, against full books of 508 and 171.

You are not choosing between two funds in isolation.

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

IVVPCL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PCL?

IVV has an expense ratio of 0.03% while PCL charges 0.25%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, IVV or PCL?

Over the past year IVV returned +16.61% vs -7.50% for PCL, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.19% vs -3.92% for PCL. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or PCL?

IVV has been the more volatile fund at 12.9% annualized versus 7.3% for PCL. Worst drawdown: IVV -8.9% vs PCL -10.2%.

Should I hold both IVV and PCL?

IVV and PCL have a monthly-return correlation of 0.39, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or PCL?

IVV yields 1.06% while PCL yields 6.97%, so PCL currently pays the higher dividend yield.

Is PCL better than IVV?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.