IVV vs PSCT

Quick Verdict

IVV has a lower expense ratio. PSCT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: PSCTMore Diversified: IVV

Side-by-Side Comparison

MetricIVVPSCTWinner
Expense Ratio0.03%0.29%
AUM$865.2B$493M
Dividend Yield1.09%0.00%
Holdings50873
YTD Return+13.80%+41.33%
1Y Return+23.01%+79.76%
3Y Return (annualized)+21.77%+21.37%
5Y Return (annualized)+13.39%+11.32%
Volatility (annualized)15.1%22.6%
Max Drawdown-56.5%-40.4%
Fund FamilyiShares by BlackRock (US)Invesco (US)
CategoryEquityEquity
InceptionMay 15, 2000Apr 7, 2010

IVV vs PSCT Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco S&P SmallCap Information Technology ETF (PSCT) is a ETF from Invesco (US). Over the past year IVV returned +23.01% while PSCT returned +79.76%. Year to date, IVV is up 13.80% versus a gain of 41.33% for PSCT.

Over three years, IVV compounded at +21.77% per year against +21.37% for PSCT; over five years the annualized figures are +13.39% and +11.32% respectively. Across the full 16-year window we track, PSCT has the edge at +15.07% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PSCT has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -40.4% for PSCT. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IVV charges 0.03% per year while PSCT 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 1.09% against 0.00% for PSCT.

Holdings Overlap

0.0%overlap

IVV and PSCT share 0 holdings out of 574 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 PSCT?

IVV has an expense ratio of 0.03% while PSCT 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 PSCT?

Over the past year IVV returned +23.01% vs +79.76% for PSCT, so PSCT leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.04% vs +15.07% for PSCT. Past performance does not guarantee future results.

Which is riskier, IVV or PSCT?

PSCT has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSCT -40.4%.

Should I hold both IVV and PSCT?

IVV and PSCT have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and PSCT?

IVV and PSCT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 574 unique securities.

Which pays a higher dividend, IVV or PSCT?

IVV yields 1.09% while PSCT yields 0.00%, so IVV currently pays the higher dividend yield.

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