IVV vs PNOV

IVV vs PNOV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPNOVWinner
Expense Ratio0.03%0.79%
AUM$907.0B$896M
Dividend Yield1.10%0.00%
Holdings5086
YTD Return+12.71%+8.19%
1Y Return+21.89%+12.47%
3Y Return (annualized)+22.08%+10.39%
5Y Return (annualized)+12.96%+8.32%
Volatility (annualized)15.1%8.7%
Max Drawdown-56.5%-18.5%
Fund FamilyiShares by BlackRock (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionMay 15, 2000Oct 31, 2019

IVV vs PNOV Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator US Equity Power Buffer ETF - November (PNOV) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +21.89% while PNOV returned +12.47%. Year to date, IVV is up 12.71% versus a gain of 8.19% for PNOV.

Over three years, IVV compounded at +22.08% per year against +10.39% for PNOV; over five years the annualized figures are +12.96% and +8.32% respectively. Across the full 7-year window we track, PNOV has the edge at +8.72% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.7% for PNOV. 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 -56.5% for IVV and -18.5% for PNOV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

IVV charges 0.03% per year while PNOV charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for PNOV.

Frequently Asked Questions

Which is cheaper, IVV or PNOV?

IVV has an expense ratio of 0.03% while PNOV charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.

Which performed better, IVV or PNOV?

Over the past year IVV returned +21.89% vs +12.47% for PNOV, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.00% vs +8.72% for PNOV. Past performance does not guarantee future results.

Which is riskier, IVV or PNOV?

IVV has been the more volatile fund at 15.1% annualized versus 8.7% for PNOV. Worst drawdown: IVV -56.5% vs PNOV -18.5%.

Should I hold both IVV and PNOV?

IVV and PNOV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

Which pays a higher dividend, IVV or PNOV?

IVV yields 1.10% while PNOV yields 0.00%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free