IVV vs PSWD
iShares Core S&P 500 ETF vs Xtrackers Cybersecurity Select Equity ETF
Quick Verdict
IVV has a lower expense ratio. PSWD delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PSWD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.20% | |
| AUM | $907.0B | $5M | |
| Dividend Yield | 1.10% | 0.63% | |
| Holdings | 508 | 53 | |
| YTD Return | +13.22% | +38.68% | |
| 1Y Return | +21.62% | +31.56% | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | 21.4% | |
| Max Drawdown | -56.5% | -23.7% | |
| Fund Family | iShares by BlackRock (US) | Xtrackers ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 13, 2023 |
IVV vs PSWD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Xtrackers Cybersecurity Select Equity ETF (PSWD) is a ETF from Xtrackers ETFs. Over the past year IVV returned +21.62% while PSWD returned +31.56%. Year to date, IVV is up 13.22% versus a gain of 38.68% for PSWD.
Risk: Volatility and Drawdowns
PSWD 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 -23.7% for PSWD. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PSWD charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.63% for PSWD.
Holdings Overlap
IVV and PSWD share 6 holdings out of 550 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or PSWD?
IVV has an expense ratio of 0.03% while PSWD charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, IVV or PSWD?
Over the past year IVV returned +21.62% vs +31.56% for PSWD, so PSWD leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.02% vs +16.39% for PSWD. Past performance does not guarantee future results.
Which is riskier, IVV or PSWD?
PSWD has been the more volatile fund at 21.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PSWD -23.7%.
Should I hold both IVV and PSWD?
IVV and PSWD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PSWD?
IVV and PSWD share 6 common holdings with a 1.1% weight overlap. Combined, they hold 550 unique securities.
Which pays a higher dividend, IVV or PSWD?
IVV yields 1.10% while PSWD yields 0.63%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.