IVV vs PJUS

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPJUSWinner
Expense Ratio0.03%0.19%
AUM$865.2B$7M
Dividend Yield1.09%0.00%
Holdings50891
YTD Return+14.50%+6.70%
1Y Return+22.02%-
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-3.8%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityEquity
InceptionMay 15, 2000May 20, 2026

IVV vs PJUS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM Jennison U.S. Core Equity ETF (PJUS) is a ETF from PGIM Investments. Year to date, IVV is up 14.50% versus a gain of 6.70% for PJUS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -3.8% for PJUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while PJUS charges 0.19%. On a $10,000 position that is $3 vs $19 annually, a gap of $16 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for PJUS.

Holdings Overlap

44.6%overlap

IVV and PJUS share 73 holdings out of 523 unique holdings combined, representing a 44.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in PJUSDifference
AAPL7.44%6.44%1.00%
GOOGL3.15%6.45%3.30%
MSFT4.57%4.77%0.20%
AMZNProProPro
NUVLProProPro
AVGOProProPro
METAProProPro
MUProProPro
LLYProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, IVV or PJUS?

IVV has an expense ratio of 0.03% while PJUS charges 0.19%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

What is the holdings overlap between IVV and PJUS?

IVV and PJUS share 73 common holdings with a 44.6% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, IVV or PJUS?

IVV yields 1.09% while PJUS yields 0.00%, so IVV currently pays the higher dividend yield.

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