IVV vs PCLC
iShares Core S&P 500 ETF vs Polen 5Perspectives Large Growth ETF
Which is better, IVV or PCLC?
Large Cap Blend against Large Cap Growth.
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.6%.
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
| Metric | IVV | PCLC |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $1M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 39 |
| YTD Return | +11.51%Best | -0.16% |
| 1Y Return | +15.96% | - |
| 3Y Return (annualized) | +21.01% | - |
| 5Y Return (annualized) | +12.66% | - |
| Top 10 Weight | 37.8%Best | 55.6% |
| Fund Family | iShares by BlackRock (US) | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | May 15, 2000 | May 18, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs PCLC 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 PCLC Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Polen 5Perspectives Large Growth ETF (PCLC) is an ETF from Polen Capital. Year to date, IVV is up 11.51% versus a loss of 0.16% for PCLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while PCLC charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for PCLC.
Holdings Overlap
38.4% of IVV's money is in holdings PCLC also owns. 71.9% of PCLC's money is in holdings IVV also owns.
Most of PCLC is already inside IVV. Owning both mostly buys the same companies twice.
The two holdings books were reported 62 days apart, IVV as of Aug 31, 2026 and PCLC as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
25 positions in common, counted across the 490 positions we hold weights for in IVV and 39 in PCLC, against full books of 508 and 39.
What only one of them owns
Our book lists 7 positions for PCLC that do not appear in our book for IVV (12.3% of the fund), and 457 for IVV that do not appear in PCLC (60.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PCLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.07% | 8.37% | 0.30% |
| GOOGLAlphabet Inc,class A | 3.00% | 7.52% | 4.52% |
| AMZNAmazon.Com Inc | 3.84% | 5.78% | 1.94% |
| AAPLApple, Inc | 7.02% | 2.14% | 4.88% |
| TSLATesla Inc | 1.56% | 7.37% | 5.81% |
| AMDAdvanced Micro Devices Inc | 1.16% | 6.34% | 5.18% |
| MSFTMicrosoft Corp | 5.69% | 1.38% | 4.31% |
| AVGOBroadcom Inc | 2.65% | 3.36% | 0.71% |
| INTCIntel Corporation | 0.67% | 4.28% | 3.61% |
| CVNACarvana Co | 0.08% | 3.61% | 3.53% |
71.9% of PCLC is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PCLC?
IVV has an expense ratio of 0.03% while PCLC charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
What is the holdings overlap between IVV and PCLC?
71.9% of PCLC's money is in holdings IVV also owns. 71.9% of PCLC's is in holdings IVV also owns. They hold 25 positions in common, counted across the 490 positions we hold weights for in IVV and 39 in PCLC.
Which pays a higher dividend, IVV or PCLC?
IVV yields 1.06% while PCLC yields 0.00%, so IVV currently pays the higher dividend yield.
Is PCLC better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.