IVV vs PSCI
iShares Core S&P 500 ETF vs Invesco S&P SmallCap Industrials ETF
Which is better, IVV or PSCI?
Large Cap Blend against Small Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PSCI is less concentrated, with 23.0% of the fund in its ten largest positions against 37.8%.
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 | PSCI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.29% |
| AUM | $876.4B | $176M |
| Dividend Yield | 1.06% | 1.24% |
| Holdings | 508 | 90 |
| YTD Return | +13.85%Best | +7.49% |
| 1Y Return | +18.57%Best | +12.59% |
| 3Y Return (annualized) | +23.50%Best | +19.70% |
| 5Y Return (annualized) | +13.34%Best | +12.74% |
| Volatility (annualized) | 14.5%Best | 21.6% |
| Max Drawdown | -33.9%Best | -46.3% |
| $10,000 over 5 years | $18,703Best | $18,213 |
| Top 10 Weight | 37.8% | 23.0%Best |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Growth |
| Inception | May 15, 2000 | Apr 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2010 to Sep 25, 2026 (16.5 years).
IVV vs PSCI 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 16.5 years both funds cover.
IVV vs PSCI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Industrials ETF (PSCI) is an ETF from Invesco (US). Over the past year IVV returned +18.57% while PSCI returned +12.59%. Year to date, IVV is up 13.85% versus a gain of 7.49% for PSCI.
Over three years, IVV compounded at +23.50% per year against +19.70% for PSCI; over five years the annualized figures are +13.34% and +12.74% respectively. Across the full 17-year window we track, IVV has the edge at +12.61% annualized vs +12.30%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSCI has been the more volatile fund, with annualized monthly volatility of 21.6% 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 -46.3% for PSCI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PSCI 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 1.06% against 1.24% for PSCI.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 94 in PSCI, totalling 99.3% 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 490 positions we hold weights for in IVV and 94 in PSCI, against full books of 508 and 90.
What only one of them owns
Measured across the 490 and 94 positions we hold weights for.
IVV holds 482 positions PSCI does not, 98.6% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
You are not choosing between two funds in isolation.
Whichever of IVV and PSCI 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 PSCI?
IVV has an expense ratio of 0.03% while PSCI charges 0.29%. IVV is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, IVV or PSCI?
Over the past year IVV returned +18.57% vs +12.59% for PSCI, so IVV leads on 1-year performance. Over the longest common window we track (17 years), IVV annualized +12.61% vs +12.30% for PSCI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PSCI?
PSCI has been the more volatile fund at 21.6% annualized versus 14.5% for IVV. Worst drawdown: IVV -33.9% vs PSCI -46.3%.
Should I hold both IVV and PSCI?
IVV and PSCI have a monthly-return correlation of 0.83, 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 PSCI?
IVV yields 1.06% while PSCI yields 1.24%, so PSCI currently pays the higher dividend yield.
Is PSCI better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. PSCI is less concentrated, with 23.0% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.