IVV vs PRMR
iShares Core S&P 500 ETF vs PeakShares RMR Prime Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PRMR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.05% | |
| AUM | $865.2B | $72M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 57 | |
| YTD Return | +13.43% | +16.03% | |
| 1Y Return | +22.61% | - | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -9.4% | |
| Fund Family | iShares by BlackRock (US) | PeakShares LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 8, 2025 |
IVV vs PRMR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PeakShares RMR Prime Equity ETF (PRMR) is a ETF from PeakShares LLC. Year to date, IVV is up 13.43% versus a gain of 16.03% for PRMR.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -9.4% for PRMR. 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 PRMR charges 1.05%. On a $10,000 position that is $3 vs $105 annually, a gap of $102 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for PRMR.
Holdings Overlap
IVV and PRMR share 56 holdings out of 505 unique holdings combined, representing a 35.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PRMR?
IVV has an expense ratio of 0.03% while PRMR charges 1.05%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.
What is the holdings overlap between IVV and PRMR?
IVV and PRMR share 56 common holdings with a 35.6% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, IVV or PRMR?
IVV yields 1.09% while PRMR yields 0.00%, so IVV currently pays the higher dividend yield.
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