IVV vs PXJ
iShares Core S&P 500 ETF vs Invesco Oil and Gas Services ETF
Quick Verdict
IVV has a lower expense ratio. PXJ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | PXJ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.63% | |
| AUM | $865.2B | $62M | |
| Dividend Yield | 1.09% | 2.62% | |
| Holdings | 508 | 33 | |
| YTD Return | +14.50% | +53.06% | |
| 1Y Return | +22.02% | +83.26% | |
| 3Y Return (annualized) | +21.80% | +18.37% | |
| 5Y Return (annualized) | +13.37% | +25.40% | |
| Volatility (annualized) | 15.1% | 37.1% | |
| Max Drawdown | -56.5% | -95.3% | |
| Fund Family | iShares by BlackRock (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 26, 2005 |
IVV vs PXJ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Invesco Oil and Gas Services ETF (PXJ) is a ETF from Invesco (US). Over the past year IVV returned +22.02% while PXJ returned +83.26%. Year to date, IVV is up 14.50% versus a gain of 53.06% for PXJ.
Over three years, IVV compounded at +21.80% per year against +18.37% for PXJ; over five years the annualized figures are +13.37% and +25.40% respectively. Across the full 21-year window we track, IVV has the edge at +7.07% annualized vs -2.28%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PXJ has been the more volatile fund, with annualized monthly volatility of 37.1% 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 -95.3% for PXJ. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PXJ charges 0.63%. On a $10,000 position that is $3 vs $63 annually, a gap of $60 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.62% for PXJ.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or PXJ?
IVV has an expense ratio of 0.03% while PXJ charges 0.63%. IVV is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, IVV or PXJ?
Over the past year IVV returned +22.02% vs +83.26% for PXJ, so PXJ leads on 1-year performance. Over the longest common window we track (21 years), IVV annualized +7.07% vs -2.28% for PXJ. Past performance does not guarantee future results.
Which is riskier, IVV or PXJ?
PXJ has been the more volatile fund at 37.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PXJ -95.3%.
Should I hold both IVV and PXJ?
IVV and PXJ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PXJ?
IVV and PXJ share 2 common holdings with a 0.1% weight overlap. Combined, they hold 534 unique securities.
Which pays a higher dividend, IVV or PXJ?
IVV yields 1.09% while PXJ yields 2.62%, so PXJ 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.