IVV vs PRXG

IVV vs PRXG
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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

MetricIVVPRXGWinner
Expense Ratio0.03%0.36%
AUM$907.0B$89M
Dividend Yield1.10%0.10%
Holdings508163
YTD Return+12.76%+8.79%
1Y Return+20.63%+15.82%
3Y Return (annualized)+21.71%+40.82%
5Y Return (annualized)+12.87%+176.16%
Volatility (annualized)15.1%4369.3%
Max Drawdown-56.5%-99.8%
Fund FamilyiShares by BlackRock (US)Praxis Mutual Funds
CategoryEquityEquity
InceptionMay 15, 2000Apr 7, 2025

IVV vs PRXG Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Praxis Impact Large Cap Growth ETF (PRXG) is a ETF from Praxis Mutual Funds. Over the past year IVV returned +20.63% while PRXG returned +15.82%. Year to date, IVV is up 12.76% versus a gain of 8.79% for PRXG.

Over three years, IVV compounded at +21.71% per year against +40.82% for PRXG; over five years the annualized figures are +12.87% and +176.16% respectively. Across the full 14-year window we track, PRXG has the edge at +20.72% annualized vs +6.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PRXG has been the more volatile fund, with annualized monthly volatility of 4369.3% compared with 15.1% 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 -56.5% for IVV and -99.8% for PRXG. 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 -0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while PRXG charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.10% for PRXG.

Holdings Overlap

55.9%overlap

IVV and PRXG share 134 holdings out of 531 unique holdings combined, representing a 55.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in IVVWeight in PRXGDifference
AAPL7.44%14.54%7.10%
NVDA7.76%12.59%4.83%
MSFT4.57%8.45%3.88%
GOOGProProPro
AMZNProProPro
GOOGLProProPro
AVGOProProPro
METAProProPro
LLYProProPro
TSLAProProPro
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Frequently Asked Questions

Which is cheaper, IVV or PRXG?

IVV has an expense ratio of 0.03% while PRXG charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, IVV or PRXG?

Over the past year IVV returned +20.63% vs +15.82% for PRXG, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +6.99% vs +20.72% for PRXG. Past performance does not guarantee future results.

Which is riskier, IVV or PRXG?

PRXG has been the more volatile fund at 4369.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PRXG -99.8%.

Should I hold both IVV and PRXG?

IVV and PRXG have a monthly-return correlation of -0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PRXG?

IVV and PRXG share 134 common holdings with a 55.9% weight overlap. Combined, they hold 531 unique securities.

Which pays a higher dividend, IVV or PRXG?

IVV yields 1.10% while PRXG yields 0.10%, so IVV currently pays the higher dividend yield.

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