IVV vs PQX

IVV vs PQX
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 offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPQXWinner
Expense Ratio0.03%0.50%
AUM$907.0B$4M
Dividend Yield1.10%0.00%
Holdings5080
YTD Return+12.71%+1.69%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-1.1%
Fund FamilyiShares by BlackRock (US)PGIM Investments
CategoryEquityAlternative
InceptionMay 15, 2000Jun 30, 2026

IVV vs PQX Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PGIM S&P 500 Quarterly Buffer 10 ETF (PQX) is a ETF from PGIM Investments. Year to date, IVV is up 12.71% versus a gain of 1.69% for PQX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.1% for PQX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while PQX 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 0.00% for PQX.

Frequently Asked Questions

Which is cheaper, IVV or PQX?

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

Which pays a higher dividend, IVV or PQX?

IVV yields 1.10% while PQX 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