IVV vs PLTM
iShares Core S&P 500 ETF vs GraniteShares Platinum Trust
Which is better, IVV or PLTM?
Large Cap Blend against Precious Metals.
IVV has a lower expense ratio. IVV led over the full window, PLTM over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | PLTM |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.50% |
| AUM | $876.4B | $189M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 1 |
| YTD Return | +12.39%Best | -15.93% |
| 1Y Return | +16.61% | +29.47%Best |
| 3Y Return (annualized) | +21.38% | +23.51%Best |
| 5Y Return (annualized) | +13.51% | +13.94%Best |
| Volatility (annualized) | 16.4%Best | 25.6% |
| Max Drawdown | -33.9%Best | -44.1% |
| $10,000 over 5 years | $18,844 | $19,204Best |
| Fund Family | iShares by BlackRock (US) | GraniteShares |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Precious Metals |
| Inception | May 15, 2000 | Jan 22, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 5, 2018 to Sep 18, 2026 (8.6 years).
IVV vs PLTM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.6 years both funds cover.
IVV vs PLTM Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and GraniteShares Platinum Trust (PLTM) is an ETF from GraniteShares. Over the past year IVV returned +16.61% while PLTM returned +29.47%. Year to date, IVV is up 12.39% versus a loss of 15.93% for PLTM.
Over three years, IVV compounded at +21.38% per year against +23.51% for PLTM; over five years the annualized figures are +13.51% and +13.94% respectively. Across the full 9-year window we track, IVV has the edge at +14.09% annualized vs +6.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PLTM has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 16.4% 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 -33.9% for IVV and -44.1% for PLTM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while PLTM charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for PLTM.
You are not choosing between two funds in isolation.
Whichever of IVV and PLTM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PLTM?
IVV has an expense ratio of 0.03% while PLTM charges 0.50%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, IVV or PLTM?
Over the past year IVV returned +16.61% vs +29.47% for PLTM, so PLTM leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +14.09% vs +6.64% for PLTM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PLTM?
PLTM has been the more volatile fund at 25.6% annualized versus 16.4% for IVV. Worst drawdown: IVV -33.9% vs PLTM -44.1%.
Should I hold both IVV and PLTM?
IVV and PLTM have a monthly-return correlation of 0.38, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PLTM?
IVV yields 1.06% while PLTM yields 0.00%, so IVV currently pays the higher dividend yield.
Is PLTM better than IVV?
IVV has a lower expense ratio. IVV led over the full window, PLTM over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.