IVV vs PMTL

IVV vs PMTL

Which is better, IVV or PMTL?

Large Cap Blend against Precious Metals.

IVV has a lower expense ratio. PMTL is less concentrated, with 36.0% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVLess Concentrated: PMTL

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

MetricIVVPMTL
Expense Ratio0.03%Best0.65%
AUM$876.4B$3M
Dividend Yield1.06%0.00%
Holdings50875
YTD Return+13.85%+23.19%Best
1Y Return+18.57%-
3Y Return (annualized)+23.50%-
5Y Return (annualized)+13.34%-
Top 10 Weight37.8%36.0%Best
Fund FamilyiShares by BlackRock (US)First Trust Portfolios (US)
CategoryEquityCommodity
StyleLarge Cap BlendPrecious Metals
InceptionMay 15, 2000Jul 22, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs PMTL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs PMTL Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and First Trust Indxx Quality Precious Metals Miners ETF (PMTL) is an ETF from First Trust Portfolios (US). Year to date, IVV is up 13.85% versus a gain of 23.19% for PMTL.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PMTL charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for PMTL.

Holdings Overlap

IVV already in PMTL0.2%
PMTL already in IVV6.4%

0.2% of IVV's money is in holdings PMTL also owns. 6.4% of PMTL's money is in holdings IVV also owns.

PMTL and IVV share little of their money.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 74 in PMTL, against full books of 508 and 75.

What only one of them owns

Our book lists 9 positions for PMTL that do not appear in our book for IVV (12.9% of the fund), and 481 for IVV that do not appear in PMTL (98.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in PMTLDifference
NEMNewmont Corp Common0.20%6.42%6.22%

You are not choosing between two funds in isolation.

Whichever of IVV and PMTL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVPMTL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PMTL?

IVV has an expense ratio of 0.03% while PMTL charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.

What is the holdings overlap between IVV and PMTL?

6.4% of PMTL's money is in holdings IVV also owns. 6.4% of PMTL's is in holdings IVV also owns. They hold 1 positions in common, counted across the 490 positions we hold weights for in IVV and 74 in PMTL.

Which pays a higher dividend, IVV or PMTL?

IVV yields 1.06% while PMTL yields 0.00%, so IVV currently pays the higher dividend yield.

Is PMTL better than IVV?

IVV has a lower expense ratio. PMTL is less concentrated, with 36.0% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.