IVV vs PSIL
iShares Core S&P 500 ETF vs ADVISORSHARES PSYCHEDELICS ETF
Which is better, IVV or PSIL?
Large Cap Blend against Large Cap Value.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, PSIL over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 70.3%.
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 | PSIL |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.00% |
| AUM | $886.7B | $56M |
| Dividend Yield | 1.10% | 7.30% |
| Holdings | 508 | 33 |
| YTD Return | +13.39% | +44.53%Best |
| 1Y Return | +20.08% | +57.63%Best |
| 3Y Return (annualized) | +21.29%Best | +17.24% |
| 5Y Return (annualized) | +12.88%Best | -22.17% |
| Volatility (annualized) | 15.7%Best | 49.2% |
| Max Drawdown | -24.5%Best | -92.7% |
| $10,000 over 5 years | $18,327Best | $2,856 |
| Top 10 Weight | 37.9%Best | 70.3% |
| Fund Family | iShares by BlackRock (US) | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 15, 2000 | Sep 15, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Sep 16, 2021 to Sep 4, 2026 (5 years).
IVV vs PSIL 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 5 years both funds cover.
IVV vs PSIL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and ADVISORSHARES PSYCHEDELICS ETF (PSIL) is an ETF from Advisor Shares. Over the past year IVV returned +20.08% while PSIL returned +57.63%. Year to date, IVV is up 13.39% versus a gain of 44.53% for PSIL.
Over three years, IVV compounded at +21.29% per year against +17.24% for PSIL; over five years the annualized figures are +12.88% and -22.17% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSIL has been the more volatile fund, with annualized monthly volatility of 49.2% compared with 15.7% 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 -24.5% for IVV and -92.7% for PSIL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.30. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while PSIL charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 7.30% for PSIL.
Holdings Overlap
3.0% of IVV's money is in holdings PSIL also owns. 10.1% of PSIL's money is in holdings IVV also owns.
PSIL and IVV share little of their money.
3 positions in common, counted across the 505 positions we hold weights for in IVV and 29 in PSIL, against full books of 508 and 33.
What only one of them owns
Our book lists 15 positions for PSIL that do not appear in our book for IVV (45.1% of the fund), and 494 for IVV that do not appear in PSIL (96.4%).
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 PSIL 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 PSIL?
IVV has an expense ratio of 0.03% while PSIL charges 1.00%. IVV is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, IVV or PSIL?
Over the past year IVV returned +20.08% vs +57.63% for PSIL, so PSIL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PSIL?
PSIL has been the more volatile fund at 49.2% annualized versus 15.7% for IVV. Worst drawdown: IVV -24.5% vs PSIL -92.7%.
Should I hold both IVV and PSIL?
IVV and PSIL have a monthly-return correlation of 0.30, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and PSIL?
10.1% of PSIL's money is in holdings IVV also owns. 10.1% of PSIL's is in holdings IVV also owns. They hold 3 positions in common, counted across the 505 positions we hold weights for in IVV and 29 in PSIL.
Which pays a higher dividend, IVV or PSIL?
IVV yields 1.10% while PSIL yields 7.30%, so PSIL currently pays the higher dividend yield.
Is PSIL better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, PSIL over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 70.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.