IVV vs SHPP
iShares Core S&P 500 ETF vs Pacer Industrials and Logistics ETF
Quick Verdict
IVV has a lower expense ratio. SHPP delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SHPP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $865.2B | $2M | |
| Dividend Yield | 1.09% | 1.74% | |
| Holdings | 508 | 105 | |
| YTD Return | +13.80% | +19.21% | |
| 1Y Return | +23.01% | +27.11% | |
| 3Y Return (annualized) | +21.77% | +11.93% | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 18.1% | |
| Max Drawdown | -56.5% | -21.6% | |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 8, 2022 |
IVV vs SHPP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Pacer Industrials and Logistics ETF (SHPP) is a ETF from Pacer ETFs. Over the past year IVV returned +23.01% while SHPP returned +27.11%. Year to date, IVV is up 13.80% versus a gain of 19.21% for SHPP.
Over three years, IVV compounded at +21.77% per year against +11.93% for SHPP. Across the full 4-year window we track, SHPP has the edge at +11.58% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHPP has been the more volatile fund, with annualized monthly volatility of 18.1% 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 -21.6% for SHPP. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SHPP 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 1.09% against 1.74% for SHPP.
Holdings Overlap
IVV and SHPP share 11 holdings out of 609 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 SHPP?
IVV has an expense ratio of 0.03% while SHPP charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, IVV or SHPP?
Over the past year IVV returned +23.01% vs +27.11% for SHPP, so SHPP leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.04% vs +11.58% for SHPP. Past performance does not guarantee future results.
Which is riskier, IVV or SHPP?
SHPP has been the more volatile fund at 18.1% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SHPP -21.6%.
Should I hold both IVV and SHPP?
IVV and SHPP have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SHPP?
IVV and SHPP share 11 common holdings with a 1.1% weight overlap. Combined, they hold 609 unique securities.
Which pays a higher dividend, IVV or SHPP?
IVV yields 1.09% while SHPP yields 1.74%, so SHPP currently pays the higher dividend yield.
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