IVV vs PMOC

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

MetricIVVPMOCWinner
Expense Ratio0.03%0.50%
AUM$865.2B$4M
Dividend Yield1.09%0.00%
Holdings5086
YTD Return+13.72%+4.07%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-1.5%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityAlternative
InceptionMay 15, 2000Sep 30, 2025

IVV vs PMOC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM S&P 500 Max Buffer ETF - October (PMOC) is a ETF from PGIM Investments. Year to date, IVV is up 13.72% versus a gain of 4.07% for PMOC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.5% for PMOC. 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 PMOC 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 1.09% against 0.00% for PMOC.

Frequently Asked Questions

Which is cheaper, IVV or PMOC?

IVV has an expense ratio of 0.03% while PMOC charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which pays a higher dividend, IVV or PMOC?

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

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