IVV vs PCSG
iShares Core S&P 500 ETF vs Polen 5Perspectives Small-Mid Growth ETF
Which is better, IVV or PCSG?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. PCSG is less concentrated, with 25.4% of the fund in its ten largest positions against 37.8%.
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 | PCSG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $876.4B | $3M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 86 |
| YTD Return | +11.03%Best | -9.00% |
| 1Y Return | +15.62% | - |
| 3Y Return (annualized) | +20.81% | - |
| 5Y Return (annualized) | +12.61% | - |
| Top 10 Weight | 37.8% | 25.4%Best |
| Fund Family | iShares by BlackRock (US) | Polen Capital |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid 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 PCSG 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 PCSG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Polen 5Perspectives Small-Mid Growth ETF (PCSG) is an ETF from Polen Capital. Year to date, IVV is up 11.03% versus a loss of 9.00% for PCSG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while PCSG charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for PCSG.
Holdings Overlap
0.1% of IVV's money is in holdings PCSG also owns. 2.4% of PCSG's money is in holdings IVV also owns.
PCSG and IVV share little of their money.
2 positions in common, counted across the 490 positions we hold weights for in IVV and 86 in PCSG, against full books of 508 and 86.
What only one of them owns
Our book lists 74 positions for PCSG that do not appear in our book for IVV (85.0% of the fund), and 480 for IVV that do not appear in PCSG (98.5%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and PCSG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PCSG?
IVV has an expense ratio of 0.03% while PCSG charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
What is the holdings overlap between IVV and PCSG?
2.4% of PCSG's money is in holdings IVV also owns. 2.4% of PCSG's is in holdings IVV also owns. They hold 2 positions in common, counted across the 490 positions we hold weights for in IVV and 86 in PCSG.
Which pays a higher dividend, IVV or PCSG?
IVV yields 1.06% while PCSG yields 0.00%, so IVV currently pays the higher dividend yield.
Is PCSG better than IVV?
IVV has a lower expense ratio. PCSG is less concentrated, with 25.4% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.