IVV vs PBOG
iShares Core S&P 500 ETF vs Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF
Which is better, IVV or PBOG?
PBOG has been ahead.
IVV has a lower expense ratio. PBOG led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 67.7%.
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 | PBOG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.13% |
| AUM | $896.5B | $495M |
| Dividend Yield | 1.10% | 0.13% |
| Holdings | 508 | 35 |
| YTD Return | +13.59% | +45.22%Best |
| 1Y Return | +17.54% | +50.58%Best |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Top 10 Weight | 38.9%Best | 67.7% |
| Fund Family | iShares by BlackRock (US) | Portfolio Building Block ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Nov 24, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs PBOG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs PBOG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Portfolio Building Block Integrated Oil and Gas and Exploration and Production Index ETF (PBOG) is an ETF from Portfolio Building Block ETFs. Over the past year IVV returned +17.54% while PBOG returned +50.58%. Year to date, IVV is up 13.59% versus a gain of 45.22% for PBOG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while PBOG charges 0.13%. On a $10,000 position that is $3 vs $13 annually, a gap of $10 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.13% for PBOG.
Holdings Overlap
2.3% of IVV's money is in holdings PBOG also owns. 52.6% of PBOG's money is in holdings IVV also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 506 positions we hold weights for in IVV and 34 in PBOG, against full books of 508 and 35.
What only one of them owns
Our book lists 5 positions for PBOG that do not appear in our book for IVV (10.2% of the fund), and 489 for IVV that do not appear in PBOG (97.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PBOG | Difference |
|---|---|---|---|
| XOMExxonmobil Corp. | 1.02% | 18.75% | 17.73% |
| CVXChevron Corp | 0.62% | 11.37% | 10.75% |
| COPConocophillips Common Stock USD 0.01 | 0.23% | 4.26% | 4.03% |
| EOGEog Resources Inc | 0.11% | 4.22% | 4.11% |
| OXYOccidental Petroleum Corp. | 0.06% | 3.30% | 3.24% |
| DVNDevon Energy Corp. | 0.08% | 2.97% | 2.89% |
| FANGDiamondback Energy Inc - Common | 0.06% | 2.93% | 2.87% |
| EQTEQT Corp. | 0.05% | 1.68% | 1.63% |
| TPLTexas Pacific Land Trust | 0.03% | 1.34% | 1.31% |
| EXEExpand Energy Corp | 0.03% | 0.93% | 0.90% |
52.6% of PBOG 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 PBOG?
IVV has an expense ratio of 0.03% while PBOG charges 0.13%. IVV is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, IVV or PBOG?
Over the past year IVV returned +17.54% vs +50.58% for PBOG, so PBOG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between IVV and PBOG?
52.6% of PBOG's money is in holdings IVV also owns. 52.6% of PBOG's is in holdings IVV also owns. They hold 11 positions in common, counted across the 506 positions we hold weights for in IVV and 34 in PBOG.
Which pays a higher dividend, IVV or PBOG?
IVV yields 1.10% while PBOG yields 0.13%, so IVV currently pays the higher dividend yield.
Is PBOG better than IVV?
IVV has a lower expense ratio. PBOG led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 67.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.