IVV vs PID

IVV vs PID
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPIDWinner
Expense Ratio0.03%0.53%
AUM$907.0B$919M
Dividend Yield1.10%3.42%
Holdings50866
YTD Return+14.29%+6.62%
1Y Return+21.79%+13.25%
3Y Return (annualized)+22.19%+14.09%
5Y Return (annualized)+13.28%+8.85%
Volatility (annualized)15.1%17.8%
Max Drawdown-56.5%-68.0%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionMay 15, 2000Sep 15, 2005

IVV vs PID Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco International Dividend Achievers ETF (PID) is a ETF from Invesco (US). Over the past year IVV returned +21.79% while PID returned +13.25%. Year to date, IVV is up 14.29% versus a gain of 6.62% for PID.

Over three years, IVV compounded at +22.19% per year against +14.09% for PID; over five years the annualized figures are +13.28% and +8.85% respectively. Across the full 21-year window we track, IVV has the edge at +7.06% annualized vs +3.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PID has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% for IVV. 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 -68.0% for PID. 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while PID charges 0.53%. On a $10,000 position that is $3 vs $53 annually, a gap of $50 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.42% for PID.

Holdings Overlap

0.1%overlap

IVV and PID share 2 holdings out of 565 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PIDDifference
PNR0.02%0.93%0.91%
AON0.12%0.59%0.47%

Frequently Asked Questions

Which is cheaper, IVV or PID?

IVV has an expense ratio of 0.03% while PID charges 0.53%. IVV is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, IVV or PID?

Over the past year IVV returned +21.79% vs +13.25% for PID, so IVV leads on 1-year performance. Over the longest common window we track (21 years), IVV annualized +7.06% vs +3.05% for PID. Past performance does not guarantee future results.

Which is riskier, IVV or PID?

PID has been the more volatile fund at 17.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PID -68.0%.

Should I hold both IVV and PID?

IVV and PID have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PID?

IVV and PID share 2 common holdings with a 0.1% weight overlap. Combined, they hold 565 unique securities.

Which pays a higher dividend, IVV or PID?

IVV yields 1.10% while PID yields 3.42%, so PID currently pays the higher dividend yield.

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