IVV vs PCL

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPCLWinner
Expense Ratio0.03%0.25%
AUM$865.2B$74M
Dividend Yield1.09%5.76%
Holdings508168
YTD Return+13.43%-5.28%
1Y Return+22.61%-3.75%
3Y Return (annualized)+21.47%-
5Y Return (annualized)+13.26%-
Volatility (annualized)15.1%7.7%
Max Drawdown-56.5%-9.0%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityFixed Income
InceptionMay 15, 2000Jul 29, 2025

IVV vs PCL Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM Corporate Bond 10+ Year ETF (PCL) is a ETF from PGIM Investments. Over the past year IVV returned +22.61% while PCL returned -3.75%. Year to date, IVV is up 13.43% versus a loss of 5.28% for PCL.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.7% 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 -56.5% for IVV and -9.0% for PCL. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.09% against 5.76% for PCL.

Holdings Overlap

0.0%overlap

IVV and PCL share 0 holdings out of 629 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 PCL?

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

Which performed better, IVV or PCL?

Over the past year IVV returned +22.61% vs -3.75% for PCL, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.03% vs -3.62% for PCL. Past performance does not guarantee future results.

Which is riskier, IVV or PCL?

IVV has been the more volatile fund at 15.1% annualized versus 7.7% for PCL. Worst drawdown: IVV -56.5% vs PCL -9.0%.

Should I hold both IVV and PCL?

IVV and PCL have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PCL?

IVV and PCL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 629 unique securities.

Which pays a higher dividend, IVV or PCL?

IVV yields 1.09% while PCL yields 5.76%, so PCL currently pays the higher dividend yield.

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