IVV vs PRXG

IVV vs PRXG

Which is better, IVV or PRXG?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y, PRXG over 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 62.8%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: 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

MetricIVVPRXG
Expense Ratio0.03%Best0.36%
AUM$876.4B$88M
Dividend Yield1.06%0.09%
Holdings508163
YTD Return+12.27%Best+10.00%
1Y Return+17.04%Best+13.39%
3Y Return (annualized)+21.24%+39.80%Best
5Y Return (annualized)+13.08%+39.80%Best
Volatility (annualized)14.1%Best4341.6%
Max Drawdown-33.9%-
$10,000 over 5 years$18,490$53,399Best
Top 10 Weight37.8%Best62.8%
Fund FamilyiShares by BlackRock (US)Praxis Mutual Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Apr 7, 2025

Volatility and max drawdown are measured over the window both funds cover: Jun 26, 2012 to Sep 17, 2026 (14.2 years).

IVV vs PRXG 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 14.2 years both funds cover.

IVV vs PRXG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Praxis Impact Large Cap Growth ETF (PRXG) is an ETF from Praxis Mutual Funds. Over the past year IVV returned +17.04% while PRXG returned +13.39%. Year to date, IVV is up 12.27% versus a gain of 10.00% for PRXG.

Over three years, IVV compounded at +21.24% per year against +39.80% for PRXG; over five years the annualized figures are +13.08% and +39.80% respectively. Across the full 14-year window we track, PRXG has the edge at +20.71% annualized vs +13.74%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PRXG has been the more volatile fund, with annualized monthly volatility of 4341.6% compared with 14.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at -0.05. They move largely independently of each other.

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 1.06% against 0.09% for PRXG.

Holdings Overlap

IVV already in PRXG59.3%
PRXG already in IVV95.9%

59.3% of IVV's money is in holdings PRXG also owns. 95.9% of PRXG's money is in holdings IVV also owns.

Most of PRXG is already inside IVV. Owning both mostly buys the same companies twice.

132 positions in common, counted across the 490 positions we hold weights for in IVV and 159 in PRXG, against full books of 508 and 163.

What only one of them owns

Our book lists 23 positions for PRXG that do not appear in our book for IVV (3.1% of the fund), and 350 for IVV that do not appear in PRXG (39.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in PRXGDifference
NVDANvidia Corp8.07%13.84%5.77%
AAPLApple, Inc7.02%12.19%5.17%
MSFTMicrosoft Corp5.69%9.65%3.96%
AMZNAmazon.Com Inc3.84%4.62%0.78%
GOOGAlphabet Inc2.39%5.79%3.40%
AVGOBroadcom Inc2.65%4.21%1.56%
GOOGLAlphabet Inc,class A3.00%3.83%0.83%
METAMeta Platforms Inc1.90%3.42%1.52%
TSLATesla Inc1.56%2.63%1.07%
LLYEli Lilly & Co.1.38%2.65%1.27%

95.9% of PRXG is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVPRXG

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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, by $33 a year on a $10,000 investment.

Which performed better, IVV or PRXG?

Over the past year IVV returned +17.04% vs +13.39% for PRXG, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +13.74% vs +20.71% for PRXG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or PRXG?

PRXG has been the more volatile fund at 4341.6% annualized versus 14.1% for IVV.

Should I hold both IVV and PRXG?

IVV and PRXG have a monthly-return correlation of -0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IVV and PRXG?

95.9% of PRXG's money is in holdings IVV also owns. 95.9% of PRXG's is in holdings IVV also owns. They hold 132 positions in common, counted across the 490 positions we hold weights for in IVV and 159 in PRXG.

Which pays a higher dividend, IVV or PRXG?

IVV yields 1.06% while PRXG yields 0.09%, so IVV currently pays the higher dividend yield.

Is PRXG better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, PRXG over 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 62.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.