IVV vs PSR
iShares Core S&P 500 ETF vs Invesco Active US Real Estate ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PSR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.35% | |
| AUM | $907.0B | $60M | |
| Dividend Yield | 1.10% | 2.46% | |
| Holdings | 508 | 32 | |
| YTD Return | +13.22% | +17.45% | |
| 1Y Return | +21.62% | +17.72% | |
| 3Y Return (annualized) | +22.17% | +11.01% | |
| 5Y Return (annualized) | +13.42% | +2.04% | |
| Volatility (annualized) | 15.1% | 21.4% | |
| Max Drawdown | -56.5% | -43.0% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 20, 2008 |
IVV vs PSR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco Active US Real Estate ETF (PSR) is a ETF from Invesco (US). Over the past year IVV returned +21.62% while PSR returned +17.72%. Year to date, IVV is up 13.22% versus a gain of 17.45% for PSR.
Over three years, IVV compounded at +22.17% per year against +11.01% for PSR; over five years the annualized figures are +13.42% and +2.04% respectively. Across the full 18-year window we track, PSR has the edge at +10.56% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSR has been the more volatile fund, with annualized monthly volatility of 21.4% 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 -43.0% for PSR. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PSR charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.46% for PSR.
Holdings Overlap
IVV and PSR share 12 holdings out of 525 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PSR?
IVV has an expense ratio of 0.03% while PSR charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, IVV or PSR?
Over the past year IVV returned +21.62% vs +17.72% for PSR, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.02% vs +10.56% for PSR. Past performance does not guarantee future results.
Which is riskier, IVV or PSR?
PSR has been the more volatile fund at 21.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSR -43.0%.
Should I hold both IVV and PSR?
IVV and PSR have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PSR?
IVV and PSR share 12 common holdings with a 1.2% weight overlap. Combined, they hold 525 unique securities.
Which pays a higher dividend, IVV or PSR?
IVV yields 1.10% while PSR yields 2.46%, so PSR currently pays the higher dividend yield.
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