IVV vs PSCD
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Consumer Discretionary 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 | PSCD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $907.0B | $24M | |
| Dividend Yield | 1.10% | 0.98% | |
| Holdings | 508 | 90 | |
| YTD Return | +14.29% | +15.07% | |
| 1Y Return | +21.79% | +10.89% | |
| 3Y Return (annualized) | +22.19% | +10.29% | |
| 5Y Return (annualized) | +13.28% | +2.50% | |
| Volatility (annualized) | 15.1% | 24.9% | |
| Max Drawdown | -56.5% | -57.3% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 7, 2010 |
IVV vs PSCD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) is a ETF from Invesco (US). Over the past year IVV returned +21.79% while PSCD returned +10.89%. Year to date, IVV is up 14.29% versus a gain of 15.07% for PSCD.
Over three years, IVV compounded at +22.19% per year against +10.29% for PSCD; over five years the annualized figures are +13.28% and +2.50% respectively. Across the full 16-year window we track, PSCD has the edge at +10.35% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCD has been the more volatile fund, with annualized monthly volatility of 24.9% 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 -57.3% for PSCD. 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 0.76. 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
IVV and PSCD share 0 holdings out of 593 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 PSCD?
IVV has an expense ratio of 0.03% while PSCD 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 PSCD?
Over the past year IVV returned +21.79% vs +10.89% for PSCD, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.06% vs +10.35% for PSCD. Past performance does not guarantee future results.
Which is riskier, IVV or PSCD?
PSCD has been the more volatile fund at 24.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSCD -57.3%.
Should I hold both IVV and PSCD?
IVV and PSCD have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PSCD?
IVV and PSCD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.
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.
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