IVV vs PINK
iShares Core S&P 500 ETF vs Simplify Health Care ETF
Quick Verdict
IVV has a lower expense ratio. PINK delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PINK | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.51% | |
| AUM | $907.0B | $387M | |
| Dividend Yield | 1.10% | 0.63% | |
| Holdings | 508 | 55 | |
| YTD Return | +13.22% | +10.40% | |
| 1Y Return | +21.62% | +35.94% | |
| 3Y Return (annualized) | +22.17% | +16.49% | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | 17.1% | |
| Max Drawdown | -56.5% | -18.8% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 7, 2021 |
IVV vs PINK Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Health Care ETF (PINK) is a ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +21.62% while PINK returned +35.94%. Year to date, IVV is up 13.22% versus a gain of 10.40% for PINK.
Over three years, IVV compounded at +22.17% per year against +16.49% for PINK. Across the full 5-year window we track, PINK has the edge at +11.10% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PINK has been the more volatile fund, with annualized monthly volatility of 17.1% 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 -18.8% for PINK. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PINK charges 0.51%. On a $10,000 position that is $3 vs $51 annually, a gap of $48 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.63% for PINK.
Holdings Overlap
IVV and PINK share 4 holdings out of 505 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PINK?
IVV has an expense ratio of 0.03% while PINK charges 0.51%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
Which performed better, IVV or PINK?
Over the past year IVV returned +21.62% vs +35.94% for PINK, so PINK leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.02% vs +11.10% for PINK. Past performance does not guarantee future results.
Which is riskier, IVV or PINK?
PINK has been the more volatile fund at 17.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PINK -18.8%.
Should I hold both IVV and PINK?
IVV and PINK have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PINK?
IVV and PINK share 4 common holdings with a 0.8% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IVV or PINK?
IVV yields 1.10% while PINK yields 0.63%, so IVV currently pays the higher dividend yield.
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