IVV vs PMSE
iShares Core S&P 500 ETF vs PGIM S&P 500 Max Buffer ETF - September
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PMSE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.50% | |
| AUM | $865.2B | $4M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.72% | +3.96% | |
| 1Y Return | +21.64% | +6.27% | |
| 3Y Return (annualized) | +21.55% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -1.4% | |
| Fund Family | iShares by BlackRock (US) | PGIM Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Sep 1, 2025 |
IVV vs PMSE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM S&P 500 Max Buffer ETF - September (PMSE) is a ETF from PGIM Investments. Over the past year IVV returned +21.64% while PMSE returned +6.27%. Year to date, IVV is up 13.72% versus a gain of 3.96% for PMSE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.4% for PMSE. 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 PMSE 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 PMSE.
Frequently Asked Questions
Which is cheaper, IVV or PMSE?
IVV has an expense ratio of 0.03% while PMSE charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, IVV or PMSE?
Over the past year IVV returned +21.64% vs +6.27% for PMSE, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which pays a higher dividend, IVV or PMSE?
IVV yields 1.09% while PMSE yields 0.00%, so IVV currently pays the higher dividend yield.
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