IVV vs PSCC
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Consumer Staples ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PSCC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $907.0B | $44M | |
| Dividend Yield | 1.10% | 1.63% | |
| Holdings | 508 | 28 | |
| YTD Return | +14.29% | +22.60% | |
| 1Y Return | +21.79% | +9.61% | |
| 3Y Return (annualized) | +22.19% | +2.50% | |
| 5Y Return (annualized) | +13.28% | +3.96% | |
| Volatility (annualized) | 15.1% | 16.0% | |
| Max Drawdown | -56.5% | -35.4% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 7, 2010 |
IVV vs PSCC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Consumer Staples ETF (PSCC) is a ETF from Invesco (US). Over the past year IVV returned +21.79% while PSCC returned +9.61%. Year to date, IVV is up 14.29% versus a gain of 22.60% for PSCC.
Over three years, IVV compounded at +22.19% per year against +2.50% for PSCC; over five years the annualized figures are +13.28% and +3.96% respectively. Across the full 16-year window we track, PSCC has the edge at +10.14% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCC has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -35.4% for PSCC. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PSCC charges 0.29%. On a $10,000 position that is $3 vs $29 annually, a gap of $26 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.63% for PSCC.
Holdings Overlap
IVV and PSCC share 0 holdings out of 531 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PSCC?
IVV has an expense ratio of 0.03% while PSCC charges 0.29%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, IVV or PSCC?
Over the past year IVV returned +21.79% vs +9.61% for PSCC, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.06% vs +10.14% for PSCC. Past performance does not guarantee future results.
Which is riskier, IVV or PSCC?
PSCC has been the more volatile fund at 16.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSCC -35.4%.
Should I hold both IVV and PSCC?
IVV and PSCC have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PSCC?
IVV and PSCC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 531 unique securities.
Which pays a higher dividend, IVV or PSCC?
IVV yields 1.10% while PSCC yields 1.63%, so PSCC currently pays the higher dividend yield.
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