IVV vs PRIZ

IVV vs PRIZ

Which is better, IVV or PRIZ?

Large Cap Blend against Preferred Stock.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVPRIZ
Expense Ratio0.03%Best0.45%
AUM$876.4B$5M
Dividend Yield1.06%0.53%
Holdings50835
YTD Return+11.57%Best+0.35%
1Y Return+17.57%-
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Fund FamilyiShares by BlackRock (US)Zacks
CategoryEquityAllocation/Balanced
StyleLarge Cap BlendPreferred Stock
InceptionMay 15, 2000Jun 2, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs PRIZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs PRIZ Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Zacks Preferred Income ETF (PRIZ) is an ETF from Zacks. Year to date, IVV is up 11.57% versus a gain of 0.35% for PRIZ.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while PRIZ charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.53% for PRIZ.

Holdings Overlap

IVV already in PRIZ0.3%

At least 0.3% of IVV's money is in holdings PRIZ also owns.

Stated as a floor: for PRIZ, our book for it covers 58.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 505 positions we hold weights for in IVV and 37 in PRIZ, against full books of 508 and 35.

Top Shared Holdings

StockWeight in IVVWeight in PRIZDifference
CCitigroup Inc V/R /Perp0.35%1.79%1.44%

You are not choosing between two funds in isolation.

Whichever of IVV and PRIZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVPRIZ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or PRIZ?

IVV has an expense ratio of 0.03% while PRIZ charges 0.45%. IVV is the cheaper option, by $42 a year on a $10,000 investment.

Which pays a higher dividend, IVV or PRIZ?

IVV yields 1.06% while PRIZ yields 0.53%, so IVV currently pays the higher dividend yield.

Is PRIZ better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.