IVV vs PCLN

IVV vs PCLN

Which is better, IVV or PCLN?

Large Cap Blend against All Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. PCLN is less concentrated, with 34.2% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: PCLN

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

MetricIVVPCLN
Expense Ratio0.03%Best0.70%
AUM$876.4B$16M
Dividend Yield1.06%0.06%
Holdings50875
YTD Return+11.57%+15.74%Best
1Y Return+17.57%Best+17.31%
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Top 10 Weight37.9%34.2%Best
Fund FamilyiShares by BlackRock (US)Pictet Asset Management Ltd. (US)
CategoryEquityEquity
StyleLarge Cap BlendAll Cap Blend
InceptionMay 15, 2000Oct 15, 2025

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

IVV vs PCLN 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 PCLN Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pictet Cleaner Planet ETF (PCLN) is an ETF from Pictet Asset Management Ltd. (US). Over the past year IVV returned +17.57% while PCLN returned +17.31%. Year to date, IVV is up 11.57% versus a gain of 15.74% for PCLN.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PCLN charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.06% for PCLN.

Holdings Overlap

IVV already in PCLN8.6%
PCLN already in IVV54.7%

8.6% of IVV's money is in holdings PCLN also owns. 54.7% of PCLN's money is in holdings IVV also owns.

The two portfolios partly overlap.

35 positions in common, counted across the 505 positions we hold weights for in IVV and 66 in PCLN, against full books of 508 and 75.

What only one of them owns

Our book lists 6 positions for PCLN that do not appear in our book for IVV (6.1% of the fund), and 461 for IVV that do not appear in PCLN (90.8%).

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

StockWeight in IVVWeight in PCLNDifference
AVGOBroadcom Inc2.98%3.81%0.83%
AMATApplied Materials, Inc.0.64%3.78%3.14%
RSGRepublic Services Inc. Class A0.06%3.20%3.14%
CDNSCadence Design Systems Inc.0.14%3.07%2.93%
TTTrane Technologies Plc Common Stock0.16%2.82%2.66%
ECLEcolab, Inc.0.11%2.74%2.63%
NXPINxp Semiconductors N.V. Common Stock0.09%2.32%2.23%
PHParker-Hannifin Corp.0.19%2.07%1.88%
LRCXLam Research Corpcommon Stock0.58%1.67%1.09%
ADIAnalog Devices, Inc.0.28%1.91%1.63%

54.7% of PCLN 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.

IVVPCLN

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PCLN?

IVV has an expense ratio of 0.03% while PCLN charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.

Which performed better, IVV or PCLN?

Over the past year IVV returned +17.57% vs +17.31% for PCLN, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between IVV and PCLN?

54.7% of PCLN's money is in holdings IVV also owns. 54.7% of PCLN's is in holdings IVV also owns. They hold 35 positions in common, counted across the 505 positions we hold weights for in IVV and 66 in PCLN.

Which pays a higher dividend, IVV or PCLN?

IVV yields 1.06% while PCLN yields 0.06%, so IVV currently pays the higher dividend yield.

Is PCLN better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. PCLN is less concentrated, with 34.2% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.