IVV vs PQAP

IVV vs PQAP
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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

MetricIVVPQAPWinner
Expense Ratio0.03%0.50%
AUM$907.0B$27M
Dividend Yield1.10%0.02%
Holdings5087
YTD Return+12.28%+13.03%
1Y Return+20.94%+17.93%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%6.7%
Max Drawdown-56.5%-10.8%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityAlternative
InceptionMay 15, 2000Dec 27, 2024

IVV vs PQAP Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM Nasdaq-100 Buffer 12 ETF - April (PQAP) is a ETF from PGIM Investments. Over the past year IVV returned +20.94% while PQAP returned +17.93%. Year to date, IVV is up 12.28% versus a gain of 13.03% for PQAP.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.7% for PQAP. 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 -10.8% for PQAP. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while PQAP charges 0.50%. On a $10,000 position that is $3 vs $50 annually, a gap of $47 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.02% for PQAP.

Frequently Asked Questions

Which is cheaper, IVV or PQAP?

IVV has an expense ratio of 0.03% while PQAP charges 0.50%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, IVV or PQAP?

Over the past year IVV returned +20.94% vs +17.93% for PQAP, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +17.15% for PQAP. Past performance does not guarantee future results.

Which is riskier, IVV or PQAP?

IVV has been the more volatile fund at 15.1% annualized versus 6.7% for PQAP. Worst drawdown: IVV -56.5% vs PQAP -10.8%.

Should I hold both IVV and PQAP?

IVV and PQAP have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or PQAP?

IVV yields 1.10% while PQAP yields 0.02%, so IVV currently pays the higher dividend yield.

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