IVV vs PFFR
iShares Core S&P 500 ETF vs InfraCap REIT Preferred ETF
Which is better, IVV or PFFR?
Large Cap Blend against Long Term Mid Quality.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | PFFR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.45% |
| AUM | $876.4B | $120M |
| Dividend Yield | 1.06% | 8.37% |
| Holdings | 508 | 112 |
| YTD Return | +14.14%Best | -0.22% |
| 1Y Return | +17.30%Best | -2.73% |
| 3Y Return (annualized) | +23.04%Best | +7.65% |
| 5Y Return (annualized) | +13.63%Best | +0.45% |
| Volatility (annualized) | 15.7% | 15.3%Best |
| Max Drawdown | -33.9%Best | -54.2% |
| $10,000 over 5 years | $18,944Best | $10,227 |
| Fund Family | iShares by BlackRock (US) | Virtus Investment Partners |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Long Term Mid Quality |
| Inception | May 15, 2000 | Feb 7, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 8, 2017 to Sep 22, 2026 (9.6 years).
IVV vs PFFR 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 covers the 9.6 years both funds cover.
IVV vs PFFR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and InfraCap REIT Preferred ETF (PFFR) is an ETF from Virtus Investment Partners. Over the past year IVV returned +17.30% while PFFR returned -2.73%. Year to date, IVV is up 14.14% versus a loss of 0.22% for PFFR.
Over three years, IVV compounded at +23.04% per year against +7.65% for PFFR; over five years the annualized figures are +13.63% and +0.45% respectively. Across the full 10-year window we track, IVV has the edge at +14.40% annualized vs +0.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 15.3% for PFFR. 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 -33.9% for IVV and -54.2% for PFFR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PFFR charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 8.37% for PFFR.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 83 in PFFR, totalling 99.3% and 72.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 83 in PFFR, against full books of 508 and 112.
You are not choosing between two funds in isolation.
Whichever of IVV and PFFR 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 PFFR?
IVV has an expense ratio of 0.03% while PFFR charges 0.45%. IVV is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, IVV or PFFR?
Over the past year IVV returned +17.30% vs -2.73% for PFFR, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +14.40% vs +0.32% for PFFR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PFFR?
IVV has been the more volatile fund at 15.7% annualized versus 15.3% for PFFR. Worst drawdown: IVV -33.9% vs PFFR -54.2%.
Should I hold both IVV and PFFR?
IVV and PFFR have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PFFR?
IVV yields 1.06% while PFFR yields 8.37%, so PFFR currently pays the higher dividend yield.
Is PFFR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.