IVV vs PIN

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPINWinner
Expense Ratio0.03%0.78%
AUM$865.2B$200M
Dividend Yield1.09%8.42%
Holdings508220
YTD Return+13.72%-2.40%
1Y Return+21.64%-1.28%
3Y Return (annualized)+21.55%+8.24%
5Y Return (annualized)+13.27%+6.15%
Volatility (annualized)15.1%24.3%
Max Drawdown-56.5%-80.3%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionMay 15, 2000Mar 5, 2008

IVV vs PIN Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco India ETF (PIN) is a ETF from Invesco (US). Over the past year IVV returned +21.64% while PIN returned -1.28%. Year to date, IVV is up 13.72% versus a loss of 2.40% for PIN.

Over three years, IVV compounded at +21.55% per year against +8.24% for PIN; over five years the annualized figures are +13.27% and +6.15% respectively. Across the full 18-year window we track, IVV has the edge at +7.04% annualized vs -0.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PIN has been the more volatile fund, with annualized monthly volatility of 24.3% 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 -80.3% for PIN. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PIN charges 0.78%. On a $10,000 position that is $3 vs $78 annually, a gap of $75 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.42% for PIN.

Holdings Overlap

0.0%overlap

IVV and PIN share 1 holdings out of 716 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PINDifference
HAL0.04%0.63%0.59%

Frequently Asked Questions

Which is cheaper, IVV or PIN?

IVV has an expense ratio of 0.03% while PIN charges 0.78%. IVV is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, IVV or PIN?

Over the past year IVV returned +21.64% vs -1.28% for PIN, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.04% vs -0.35% for PIN. Past performance does not guarantee future results.

Which is riskier, IVV or PIN?

PIN has been the more volatile fund at 24.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PIN -80.3%.

Should I hold both IVV and PIN?

IVV and PIN have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PIN?

IVV and PIN share 1 common holdings with a 0.0% weight overlap. Combined, they hold 716 unique securities.

Which pays a higher dividend, IVV or PIN?

IVV yields 1.09% while PIN yields 8.42%, so PIN currently pays the higher dividend yield.

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