IVV vs PRAE
iShares Core S&P 500 ETF vs PlanRock Alternative Growth ETF
Which is better, IVV or PRAE?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over the full window, PRAE over 1Y.
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 | PRAE |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.49% |
| AUM | $876.4B | $13M |
| Dividend Yield | 1.06% | 0.47% |
| Holdings | 508 | 25 |
| YTD Return | +12.39% | +12.71%Best |
| 1Y Return | +16.61% | +19.42%Best |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 11.8%Best | 13.5% |
| Max Drawdown | -18.8% | -17.7%Best |
| $10,000 over 2.7 years | $16,452Best | $13,946 |
| Fund Family | iShares by BlackRock (US) | PlanRock Investments |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Dec 18, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Dec 19, 2023 to Sep 18, 2026 (2.7 years).
IVV vs PRAE 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 2.7 years both funds cover.
IVV vs PRAE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and PlanRock Alternative Growth ETF (PRAE) is an ETF from PlanRock Investments. Over the past year IVV returned +16.61% while PRAE returned +19.42%. Year to date, IVV is up 12.39% versus a gain of 12.71% for PRAE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PRAE has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 11.8% 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 -18.8% for IVV and -17.7% for PRAE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PRAE charges 1.49%. On a $10,000 position that is $3 vs $149 annually, a gap of $146 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.47% for PRAE.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 13 in PRAE, totalling 99.3% and 76.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 13 in PRAE, against full books of 508 and 25.
You are not choosing between two funds in isolation.
Whichever of IVV and PRAE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PRAE?
IVV has an expense ratio of 0.03% while PRAE charges 1.49%. IVV is the cheaper option, by $146 a year on a $10,000 investment.
Which performed better, IVV or PRAE?
Over the past year IVV returned +16.61% vs +19.42% for PRAE, so PRAE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PRAE?
PRAE has been the more volatile fund at 13.5% annualized versus 11.8% for IVV. Worst drawdown: IVV -18.8% vs PRAE -17.7%.
Should I hold both IVV and PRAE?
IVV and PRAE have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PRAE?
IVV yields 1.06% while PRAE yields 0.47%, so IVV currently pays the higher dividend yield.
Is PRAE better than IVV?
IVV has a lower expense ratio. IVV led over the full window, PRAE over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.