IVV vs PMX

IVV vs PMX

Which is better, IVV or PMX?

We do not have enough on IVV and PMX to separate them.

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

MetricIVVPMX
Expense Ratio0.03%-
AUM$876.4B-
Dividend Yield1.06%-
Holdings508-
YTD Price Return+11.47%-
1Y Price Return+15.25%-
3Y Price Return (annualized)+19.64%-
5Y Price Return (annualized)+11.85%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)PIMCO Municipal Income Fund III
CategoryEquity-
StyleLarge Cap Blend-
InceptionMay 15, 2000-

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for PMX. We have no price series for PMX, so there is nothing to compare it against.

IVV vs PMX Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and N/A (PMX) is an ETF from PIMCO Municipal Income Fund III.

Past performance does not guarantee future results.

You are not choosing between two funds in isolation.

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

IVVPMX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is PMX better than IVV?

We hold very little data on IVV and PMX, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.