IVV vs POWR
iShares Core S&P 500 ETF vs iShares US Power Infrastructure ETF
Which is better, IVV or POWR?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window, POWR over 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 48.3%.
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
| Metric | IVV | POWR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.39% |
| AUM | $876.4B | $446M |
| Dividend Yield | 1.06% | 5.98% |
| Holdings | 508 | 81 |
| YTD Return | +12.51%Best | +7.61% |
| 1Y Return | +17.57%Best | +9.12% |
| 3Y Return (annualized) | +21.27%Best | +4.46% |
| 5Y Return (annualized) | +12.95% | +14.78%Best |
| Volatility (annualized) | 14.1%Best | 22.7% |
| Max Drawdown | -33.9%Best | -72.1% |
| $10,000 over 5 years | $18,384 | $19,922Best |
| Top 10 Weight | 37.9%Best | 48.3% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Jan 31, 2012 |
Volatility and max drawdown are measured over the window both funds cover: Feb 2, 2012 to Sep 11, 2026 (14.6 years).
IVV vs POWR 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 covers the 14.6 years both funds cover.
IVV vs POWR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares US Power Infrastructure ETF (POWR) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +17.57% while POWR returned +9.12%. Year to date, IVV is up 12.51% versus a gain of 7.61% for POWR.
Over three years, IVV compounded at +21.27% per year against +4.46% for POWR; over five years the annualized figures are +12.95% and +14.78% respectively. Across the full 15-year window we track, IVV has the edge at +13.34% annualized vs +1.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
POWR has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 14.1% 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 -33.9% for IVV and -72.1% for POWR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.59. They move together some of the time, and apart the rest.
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 1.06% against 5.98% for POWR.
Holdings Overlap
2.8% of IVV's money is in holdings POWR also owns. 75.2% of POWR's money is in holdings IVV also owns.
Most of POWR is already inside IVV. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 505 positions we hold weights for in IVV and 68 in POWR, against full books of 508 and 81.
What only one of them owns
Our book lists 30 positions for POWR that do not appear in our book for IVV (21.4% of the fund), and 460 for IVV that do not appear in POWR (96.6%).
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
| Stock | Weight in IVV | Weight in POWR | Difference |
|---|---|---|---|
| GEVGE Vernova, LLC | 0.41% | 6.96% | 6.55% |
| PWRQuanta Services, Inc. | 0.15% | 6.22% | 6.07% |
| NEENextera Energy Inc. | 0.27% | 5.98% | 5.71% |
| SOSouthern Co. | 0.16% | 4.05% | 3.89% |
| EQTEqt Corp | 0.05% | 4.13% | 4.08% |
| DUKDuke Energy Corp. | 0.14% | 3.71% | 3.57% |
| HUBBHubbell Inc. Class B | 0.04% | 3.49% | 3.45% |
| CEGConstellation Energy Corp | 0.13% | 3.27% | 3.14% |
| FSLRFirst Solar, Inc | 0.04% | 3.28% | 3.24% |
| CHKChesapeake Energy Corp | 0.03% | 2.80% | 2.77% |
75.2% of POWR is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $36 a year on a $10,000 investment.
Which performed better, IVV or POWR?
Over the past year IVV returned +17.57% vs +9.12% for POWR, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.34% vs +1.82% for POWR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or POWR?
POWR has been the more volatile fund at 22.7% annualized versus 14.1% for IVV. Worst drawdown: IVV -33.9% vs POWR -72.1%.
Should I hold both IVV and POWR?
IVV and POWR have a monthly-return correlation of 0.59, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and POWR?
75.2% of POWR's money is in holdings IVV also owns. 75.2% of POWR's is in holdings IVV also owns. They hold 35 positions in common, counted across the 505 positions we hold weights for in IVV and 68 in POWR.
Which pays a higher dividend, IVV or POWR?
IVV yields 1.06% while POWR yields 5.98%, so POWR currently pays the higher dividend yield.
Is POWR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window, POWR over 5Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 48.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.