IVV vs PSCD
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Consumer Discretionary ETF
Which is better, IVV or PSCD?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PSCD is less concentrated, with 26.9% of the fund in its ten largest positions against 37.9%.
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
| Metric | IVV | PSCD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $886.7B | $25M |
| Dividend Yield | 1.10% | 0.98% |
| Holdings | 508 | 90 |
| YTD Return | +13.39%Best | +10.86% |
| 1Y Return | +20.08%Best | +3.00% |
| 3Y Return (annualized) | +21.29%Best | +10.57% |
| 5Y Return (annualized) | +12.88%Best | +2.35% |
| Volatility (annualized) | 14.5%Best | 24.8% |
| Max Drawdown | -33.9%Best | -57.3% |
| $10,000 over 5 years | $18,327Best | $11,232 |
| Top 10 Weight | 37.9% | 26.9%Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Apr 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 4, 2026 (16.4 years).
IVV vs PSCD 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 16.4 years both funds cover.
IVV vs PSCD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is an ETF from Invesco (US). Over the past year IVV returned +20.08% while PSCD returned +3.00%. Year to date, IVV is up 13.39% versus a gain of 10.86% for PSCD.
Over three years, IVV compounded at +21.29% per year against +10.57% for PSCD; over five years the annualized figures are +12.88% and +2.35% respectively. Across the full 16-year window we track, IVV has the edge at +12.62% annualized vs +10.06%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCD has been the more volatile fund, with annualized monthly volatility of 24.8% compared with 14.5% 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 -33.9% for IVV and -57.3% for PSCD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PSCD 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 0.98% for PSCD.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 90 in PSCD, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 90 in PSCD, against full books of 508 and 90.
What only one of them owns
Our book lists 89 positions for PSCD that do not appear in our book for IVV (98.5% of the fund), and 497 for IVV that do not appear in PSCD (99.3%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV and PSCD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PSCD?
IVV has an expense ratio of 0.03% while PSCD charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, IVV or PSCD?
Over the past year IVV returned +20.08% vs +3.00% for PSCD, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +12.62% vs +10.06% for PSCD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PSCD?
PSCD has been the more volatile fund at 24.8% annualized versus 14.5% for IVV. Worst drawdown: IVV -33.9% vs PSCD -57.3%.
Should I hold both IVV and PSCD?
IVV and PSCD have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PSCD?
IVV yields 1.10% while PSCD yields 0.98%, so IVV currently pays the higher dividend yield.
Is PSCD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PSCD is less concentrated, with 26.9% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.