IVV vs PLDR
iShares Core S&P 500 ETF vs Putnam Sustainable Leaders ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PLDR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.59% | |
| AUM | $907.0B | $3M | |
| Dividend Yield | 1.10% | 0.35% | |
| Holdings | 508 | 56 | |
| YTD Return | +12.28% | +1.55% | |
| 1Y Return | +20.94% | +15.67% | |
| 3Y Return (annualized) | +21.81% | +16.88% | |
| 5Y Return (annualized) | +13.05% | +9.14% | |
| Volatility (annualized) | 15.1% | 17.1% | |
| Max Drawdown | -56.5% | -29.6% | |
| Fund Family | iShares by BlackRock (US) | Putnam Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | May 25, 2021 |
IVV vs PLDR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Putnam Sustainable Leaders ETF (PLDR) is a ETF from Putnam Investments. Over the past year IVV returned +20.94% while PLDR returned +15.67%. Year to date, IVV is up 12.28% versus a gain of 1.55% for PLDR.
Over three years, IVV compounded at +21.81% per year against +16.88% for PLDR; over five years the annualized figures are +13.05% and +9.14% respectively. Across the full 5-year window we track, PLDR has the edge at +9.09% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLDR 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 -29.6% for PLDR. 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while PLDR charges 0.59%. On a $10,000 position that is $3 vs $59 annually, a gap of $56 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.35% for PLDR.
Holdings Overlap
IVV and PLDR share 42 holdings out of 515 unique holdings combined, representing a 43.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PLDR?
IVV has an expense ratio of 0.03% while PLDR charges 0.59%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, IVV or PLDR?
Over the past year IVV returned +20.94% vs +15.67% for PLDR, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +6.98% vs +9.09% for PLDR. Past performance does not guarantee future results.
Which is riskier, IVV or PLDR?
PLDR has been the more volatile fund at 17.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PLDR -29.6%.
Should I hold both IVV and PLDR?
IVV and PLDR have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and PLDR?
IVV and PLDR share 42 common holdings with a 43.0% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, IVV or PLDR?
IVV yields 1.10% while PLDR yields 0.35%, so IVV currently pays the higher dividend yield.
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