IVV vs POWR
iShares Core S&P 500 ETF vs iShares US Power Infrastructure ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | POWR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $907.0B | $463M | |
| Dividend Yield | 1.10% | 5.79% | |
| Holdings | 508 | 81 | |
| YTD Return | +12.71% | +8.40% | |
| 1Y Return | +21.89% | +12.72% | |
| 3Y Return (annualized) | +22.08% | +6.59% | |
| 5Y Return (annualized) | +12.96% | +16.30% | |
| Volatility (annualized) | 15.1% | 22.8% | |
| Max Drawdown | -56.5% | -72.1% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 31, 2012 |
IVV vs POWR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares US Power Infrastructure ETF (POWR) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.89% while POWR returned +12.72%. Year to date, IVV is up 12.71% versus a gain of 8.40% for POWR.
Over three years, IVV compounded at +22.08% per year against +6.59% for POWR; over five years the annualized figures are +12.96% and +16.30% respectively. Across the full 15-year window we track, IVV has the edge at +7.00% annualized vs +1.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
POWR has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 15.1% for IVV. 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 -72.1% for POWR. 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while POWR charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.79% for POWR.
Holdings Overlap
IVV and POWR share 35 holdings out of 538 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or POWR?
IVV has an expense ratio of 0.03% while POWR charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or POWR?
Over the past year IVV returned +21.89% vs +12.72% for POWR, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.00% vs +1.88% for POWR. Past performance does not guarantee future results.
Which is riskier, IVV or POWR?
POWR has been the more volatile fund at 22.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs POWR -72.1%.
Should I hold both IVV and POWR?
IVV and POWR have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and POWR?
IVV and POWR share 35 common holdings with a 2.9% weight overlap. Combined, they hold 538 unique securities.
Which pays a higher dividend, IVV or POWR?
IVV yields 1.10% while POWR yields 5.79%, so POWR currently pays the higher dividend yield.
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