IVV vs PHD

IVV vs PHD

Which is better, IVV or PHD?

We do not have enough on IVV and PHD to separate them.

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

MetricIVVPHD
Expense Ratio0.03%-
AUM$876.4B-
Dividend Yield1.06%-
Holdings508-
YTD Price Return+11.47%-
1Y Price Return+15.25%-
3Y Price Return (annualized)+19.64%-
5Y Price Return (annualized)+11.85%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)Pioneer Floating Rate Fund, Inc.
CategoryEquity-
StyleLarge Cap Blend-
InceptionMay 15, 2000-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for PHD. We have no price series for PHD, so there is nothing to compare it against.

IVV vs PHD Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pioneer Floating Rate Fund, Inc. (PHD) is an ETF from Pioneer Floating Rate Fund, Inc..

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

Whichever of IVV and PHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVPHD

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Frequently Asked Questions

Is PHD better than IVV?

We hold very little data on IVV and PHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.