IVV vs PSR
iShares Core S&P 500 ETF vs Invesco Active US Real Estate ETF
Which is better, IVV or PSR?
Large Cap Blend against Mid Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.3%.
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 | PSR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.35% |
| AUM | $876.4B | $59M |
| Dividend Yield | 1.06% | 2.46% |
| Holdings | 508 | 32 |
| YTD Return | +12.24% | +13.70%Best |
| 1Y Return | +18.61%Best | +12.55% |
| 3Y Return (annualized) | +20.98%Best | +9.09% |
| 5Y Return (annualized) | +12.76%Best | +1.02% |
| Volatility (annualized) | 14.9%Best | 21.4% |
| Max Drawdown | -33.9%Best | -43.0% |
| $10,000 over 5 years | $18,230Best | $10,521 |
| Top 10 Weight | 37.9%Best | 59.3% |
| Fund Family | iShares by BlackRock (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Nov 20, 2008 |
Volatility and max drawdown are measured over the window both funds cover: Nov 21, 2008 to Sep 9, 2026 (17.8 years).
IVV vs PSR 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 17.8 years both funds cover.
IVV vs PSR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Invesco Active US Real Estate ETF (PSR) is an ETF from Invesco (US). Over the past year IVV returned +18.61% while PSR returned +12.55%. Year to date, IVV is up 12.24% versus a gain of 13.70% for PSR.
Over three years, IVV compounded at +20.98% per year against +9.09% for PSR; over five years the annualized figures are +12.76% and +1.02% respectively. Across the full 18-year window we track, IVV has the edge at +13.99% annualized vs +10.33%.
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 14.9% 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 -43.0% for PSR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
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 1.06% against 2.46% for PSR.
Holdings Overlap
1.2% of IVV's money is in holdings PSR also owns. 58.6% of PSR's money is in holdings IVV also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 505 positions we hold weights for in IVV and 32 in PSR, against full books of 508 and 32.
What only one of them owns
Measured across the 505 and 32 positions we hold weights for.
IVV holds 484 positions PSR does not, 98.1% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
Top Shared Holdings
| Stock | Weight in IVV | Weight in PSR | Difference |
|---|---|---|---|
| AMTAmerican Tower Corp (Aka: Snr S* Sp Gst | 0.12% | 9.70% | 9.58% |
| PLDPrologis Inc | 0.20% | 9.23% | 9.03% |
| WELLWelltower, Inc. | 0.25% | 8.13% | 7.88% |
| DLRDigital Realty Trust Inc. | 0.10% | 7.63% | 7.53% |
| EQIXEquinix Inc. Real Estate Investment Trust | 0.16% | 5.12% | 4.96% |
| PSAPublic Storage | 0.08% | 3.73% | 3.65% |
| CPTCamden Property Trust Common Stock | 0.02% | 3.73% | 3.71% |
| UDRUdr Inc. | 0.02% | 3.67% | 3.65% |
| IRMIron Mtn Inc New Com Npv | 0.06% | 2.23% | 2.17% |
| CCICrown Castle International Corp Reit Usd 0.01 | 0.05% | 2.08% | 2.03% |
58.6% of PSR 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 PSR?
IVV has an expense ratio of 0.03% while PSR charges 0.35%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, IVV or PSR?
Over the past year IVV returned +18.61% vs +12.55% for PSR, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +13.99% vs +10.33% for PSR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PSR?
PSR has been the more volatile fund at 21.4% annualized versus 14.9% for IVV. Worst drawdown: IVV -33.9% vs PSR -43.0%.
Should I hold both IVV and PSR?
IVV and PSR have a monthly-return correlation of 0.62, 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 PSR?
58.6% of PSR's money is in holdings IVV also owns. 58.6% of PSR's is in holdings IVV also owns. They hold 12 positions in common, counted across the 505 positions we hold weights for in IVV and 32 in PSR.
Which pays a higher dividend, IVV or PSR?
IVV yields 1.06% while PSR yields 2.46%, so PSR currently pays the higher dividend yield.
Is PSR better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.