IVV vs PSCE
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Energy ETF
Quick Verdict
IVV has a lower expense ratio. PSCE delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PSCE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.29% | |
| AUM | $907.0B | $104M | |
| Dividend Yield | 1.10% | 2.26% | |
| Holdings | 508 | 33 | |
| YTD Return | +12.96% | +44.13% | |
| 1Y Return | +20.70% | +63.41% | |
| 3Y Return (annualized) | +22.10% | +6.32% | |
| 5Y Return (annualized) | +13.40% | +18.62% | |
| Volatility (annualized) | 15.1% | 40.9% | |
| Max Drawdown | -56.5% | -96.3% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 7, 2010 |
IVV vs PSCE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Energy ETF (PSCE) is a ETF from Invesco (US). Over the past year IVV returned +20.70% while PSCE returned +63.41%. Year to date, IVV is up 12.96% versus a gain of 44.13% for PSCE.
Over three years, IVV compounded at +22.10% per year against +6.32% for PSCE; over five years the annualized figures are +13.40% and +18.62% respectively. Across the full 16-year window we track, IVV has the edge at +7.01% annualized vs -3.64%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCE has been the more volatile fund, with annualized monthly volatility of 40.9% 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 -96.3% for PSCE. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PSCE 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 2.26% for PSCE.
Holdings Overlap
IVV and PSCE share 0 holdings out of 536 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 PSCE?
IVV has an expense ratio of 0.03% while PSCE 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 PSCE?
Over the past year IVV returned +20.70% vs +63.41% for PSCE, so PSCE leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.01% vs -3.64% for PSCE. Past performance does not guarantee future results.
Which is riskier, IVV or PSCE?
PSCE has been the more volatile fund at 40.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSCE -96.3%.
Should I hold both IVV and PSCE?
IVV and PSCE have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PSCE?
IVV and PSCE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, IVV or PSCE?
IVV yields 1.10% while PSCE yields 2.26%, so PSCE currently pays the higher dividend yield.
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