IVV vs PCPI

IVV vs PCPI
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPCPIWinner
Expense Ratio0.03%0.25%
AUM$907.0B$92M
Dividend Yield1.10%1.20%
Holdings50816
YTD Return+12.71%+1.57%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-0.6%
Fund FamilyiShares by BlackRock (US)PIMCO (US)
CategoryEquityFixed Income
InceptionMay 15, 2000Mar 31, 2026

IVV vs PCPI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PIMCO Inflation PLUS Active Exchange-Traded Fund (PCPI) is a ETF from PIMCO (US). Year to date, IVV is up 12.71% versus a gain of 1.57% for PCPI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.6% for PCPI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while PCPI 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 1.10% against 1.20% for PCPI.

Holdings Overlap

0.0%overlap

IVV and PCPI share 0 holdings out of 509 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 PCPI?

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

What is the holdings overlap between IVV and PCPI?

IVV and PCPI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, IVV or PCPI?

IVV yields 1.10% while PCPI yields 1.20%, so PCPI currently pays the higher dividend yield.

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