IVV vs PSL
iShares Core S&P 500 ETF vs Invesco Dorsey Wright Consumer Staples Momentum ETF
Which is better, IVV or PSL?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.0%.
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 | PSL |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $876.4B | $84M |
| Dividend Yield | 1.06% | 0.73% |
| Holdings | 508 | 50 |
| YTD Return | +14.14%Best | +8.28% |
| 1Y Return | +17.30%Best | +0.28% |
| 3Y Return (annualized) | +23.04%Best | +9.50% |
| 5Y Return (annualized) | +13.63%Best | +4.98% |
| Volatility (annualized) | 15.4% | 13.9%Best |
| Max Drawdown | -56.5% | -42.0%Best |
| $10,000 over 5 years | $18,944Best | $12,751 |
| Top 10 Weight | 37.8%Best | 40.0% |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Oct 12, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 12, 2006 to Sep 22, 2026 (19.9 years).
IVV vs PSL 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 19.9 years both funds cover.
IVV vs PSL Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) is an ETF from Invesco (US). Over the past year IVV returned +17.30% while PSL returned +0.28%. Year to date, IVV is up 14.14% versus a gain of 8.28% for PSL.
Over three years, IVV compounded at +23.04% per year against +9.50% for PSL; over five years the annualized figures are +13.63% and +4.98% respectively. Across the full 20-year window we track, IVV has the edge at +9.54% annualized vs +7.93%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.9% for PSL. 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 -42.0% for PSL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PSL charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.73% for PSL.
Holdings Overlap
2.7% of IVV's money is in holdings PSL also owns. 42.4% of PSL's money is in holdings IVV also owns.
The two portfolios partly overlap.
14 positions in common, counted across the 490 positions we hold weights for in IVV and 48 in PSL, against full books of 508 and 50.
What only one of them owns
Measured across the 490 and 48 positions we hold weights for.
IVV holds 468 positions PSL does not, 95.9% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
Top Shared Holdings
| Stock | Weight in IVV | Weight in PSL | Difference |
|---|---|---|---|
| COSTCostco Wholesale Corp. | 0.63% | 4.85% | 4.22% |
| CHDChurch & Dwight Co. Inc. | 0.04% | 4.66% | 4.62% |
| CASYCaseys General | 0.04% | 4.59% | 4.55% |
| PMPhilip Morris International Inc. | 0.44% | 3.62% | 3.18% |
| MNSTMonster Beverage Corp. | 0.10% | 3.36% | 3.26% |
| MOAltria Group Inc | 0.17% | 3.08% | 2.91% |
| ELEstee Lauder Cos., Inc. | 0.04% | 3.14% | 3.10% |
| KRKroger Co. | 0.05% | 3.10% | 3.05% |
| KOCoca Cola Co. | 0.52% | 2.61% | 2.09% |
| ADMArcher-Daniels-Midland Co. | 0.06% | 2.95% | 2.89% |
42.4% of PSL is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PSL?
IVV has an expense ratio of 0.03% while PSL charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, IVV or PSL?
Over the past year IVV returned +17.30% vs +0.28% for PSL, so IVV leads on 1-year performance. Over the longest common window we track (20 years), IVV annualized +9.54% vs +7.93% for PSL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PSL?
IVV has been the more volatile fund at 15.4% annualized versus 13.9% for PSL. Worst drawdown: IVV -56.5% vs PSL -42.0%.
Should I hold both IVV and PSL?
IVV and PSL have a monthly-return correlation of 0.77, 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 PSL?
42.4% of PSL's money is in holdings IVV also owns. 42.4% of PSL's is in holdings IVV also owns. They hold 14 positions in common, counted across the 490 positions we hold weights for in IVV and 48 in PSL.
Which pays a higher dividend, IVV or PSL?
IVV yields 1.06% while PSL yields 0.73%, so IVV currently pays the higher dividend yield.
Is PSL better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 40.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.