IVV vs PFOE
iShares Core S&P 500 ETF vs Pathfinder Focused Opportunities ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PFOE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.59% | |
| AUM | $865.2B | $88M | |
| Dividend Yield | 1.09% | 0.22% | |
| Holdings | 508 | 23 | |
| YTD Return | +14.50% | -5.87% | |
| 1Y Return | +22.02% | - | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -18.2% | |
| Fund Family | iShares by BlackRock (US) | Pathfinder ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 31, 2025 |
IVV vs PFOE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pathfinder Focused Opportunities ETF (PFOE) is a ETF from Pathfinder ETFs. Year to date, IVV is up 14.50% versus a loss of 5.87% for PFOE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -18.2% for PFOE. 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 PFOE charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.22% for PFOE.
Holdings Overlap
IVV and PFOE share 11 holdings out of 516 unique holdings combined, representing a 7.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PFOE?
IVV has an expense ratio of 0.03% while PFOE charges 0.59%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
What is the holdings overlap between IVV and PFOE?
IVV and PFOE share 11 common holdings with a 7.3% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, IVV or PFOE?
IVV yields 1.09% while PFOE yields 0.22%, so IVV currently pays the higher dividend yield.
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