IVV vs PIPE

IVV vs PIPE
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Quick Verdict

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

Lower Fees: IVVHigher Returns: PIPEMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPIPEWinner
Expense Ratio0.03%0.75%
AUM$907.0B$66M
Dividend Yield1.10%3.73%
Holdings50829
YTD Return+13.51%+27.09%
1Y Return+20.65%+29.81%
3Y Return (annualized)+21.94%-
5Y Return (annualized)+12.95%-
Volatility (annualized)15.1%14.3%
Max Drawdown-56.5%-15.7%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionMay 15, 2000Feb 20, 2025

IVV vs PIPE Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco SteelPath MLP & Energy Infrastructure ETF (PIPE) is a ETF from Invesco (US). Over the past year IVV returned +20.65% while PIPE returned +29.81%. Year to date, IVV is up 13.51% versus a gain of 27.09% for PIPE.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.3% for PIPE. 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 -15.7% for PIPE. 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 -0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PIPE charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 3.73% for PIPE.

Holdings Overlap

0.4%overlap

IVV and PIPE share 4 holdings out of 527 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PIPEDifference
TRGP0.09%7.89%7.80%
WMB0.14%6.08%5.94%
OKE0.09%4.81%4.72%
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Frequently Asked Questions

Which is cheaper, IVV or PIPE?

IVV has an expense ratio of 0.03% while PIPE charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, IVV or PIPE?

Over the past year IVV returned +20.65% vs +29.81% for PIPE, so PIPE leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.02% vs +17.69% for PIPE. Past performance does not guarantee future results.

Which is riskier, IVV or PIPE?

IVV has been the more volatile fund at 15.1% annualized versus 14.3% for PIPE. Worst drawdown: IVV -56.5% vs PIPE -15.7%.

Should I hold both IVV and PIPE?

IVV and PIPE have a monthly-return correlation of -0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PIPE?

IVV and PIPE share 4 common holdings with a 0.4% weight overlap. Combined, they hold 527 unique securities.

Which pays a higher dividend, IVV or PIPE?

IVV yields 1.10% while PIPE yields 3.73%, so PIPE currently pays the higher dividend yield.

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