IVV vs PCS

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

MetricIVVPCSWinner
Expense Ratio0.03%0.20%
AUM$865.2B$618M
Dividend Yield1.09%4.38%
Holdings508277
YTD Return+13.80%-0.68%
1Y Return+23.01%+1.43%
3Y Return (annualized)+21.77%-
5Y Return (annualized)+13.39%-
Volatility (annualized)15.1%1.6%
Max Drawdown-56.5%-1.7%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityFixed Income
InceptionMay 15, 2000Jul 29, 2025

IVV vs PCS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM Corporate Bond 0-5 Year ETF (PCS) is a ETF from PGIM Investments. Over the past year IVV returned +23.01% while PCS returned +1.43%. Year to date, IVV is up 13.80% versus a loss of 0.68% for PCS.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.6% for PCS. 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 -1.7% for PCS. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PCS charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.38% for PCS.

Holdings Overlap

0.2%overlap

IVV and PCS share 1 holdings out of 688 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PCSDifference
BK0.17%0.44%0.27%

Frequently Asked Questions

Which is cheaper, IVV or PCS?

IVV has an expense ratio of 0.03% while PCS charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, IVV or PCS?

Over the past year IVV returned +23.01% vs +1.43% for PCS, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +1.48% for PCS. Past performance does not guarantee future results.

Which is riskier, IVV or PCS?

IVV has been the more volatile fund at 15.1% annualized versus 1.6% for PCS. Worst drawdown: IVV -56.5% vs PCS -1.7%.

Should I hold both IVV and PCS?

IVV and PCS have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PCS?

IVV and PCS share 1 common holdings with a 0.2% weight overlap. Combined, they hold 688 unique securities.

Which pays a higher dividend, IVV or PCS?

IVV yields 1.09% while PCS yields 4.38%, so PCS currently pays the higher dividend yield.

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