IVV vs PBOT
iShares Core S&P 500 ETF vs Pictet AI & Automation ETF
Which is better, IVV or PBOT?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. PBOT led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 42.2%.
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 | PBOT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.70% |
| AUM | $896.5B | $18M |
| Dividend Yield | 1.10% | 0.07% |
| Holdings | 508 | 53 |
| YTD Return | +13.59% | +32.96%Best |
| 1Y Return | +17.54% | +35.77%Best |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Volatility (annualized) | 13.2%Best | 29.7% |
| Top 10 Weight | 38.9%Best | 42.2% |
| Fund Family | iShares by BlackRock (US) | Pictet Asset Management Ltd. (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Oct 15, 2025 |
Not shown on this pair: Max Drawdown, $10,000 over the window.
IVV vs PBOT 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 PBOT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pictet AI & Automation ETF (PBOT) is an ETF from Pictet Asset Management Ltd. (US). Over the past year IVV returned +17.54% while PBOT returned +35.77%. Year to date, IVV is up 13.59% versus a gain of 32.96% for PBOT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PBOT has been the more volatile fund, with annualized monthly volatility of 29.7% compared with 13.2% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while PBOT charges 0.70%. On a $10,000 position that is $3 vs $70 annually, a gap of $67 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.07% for PBOT.
Holdings Overlap
30.2% of IVV's money is in holdings PBOT also owns. 57.8% of PBOT's money is in holdings IVV also owns.
The two portfolios partly overlap.
25 positions in common, counted across the 506 positions we hold weights for in IVV and 46 in PBOT, against full books of 508 and 53.
What only one of them owns
Our book lists 11 positions for PBOT that do not appear in our book for IVV (21.6% of the fund), and 475 for IVV that do not appear in PBOT (69.2%).
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 PBOT | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 3.97% | 4.47% |
| MSFTMicrosoft Corp | 5.76% | 2.87% | 2.89% |
| GOOGLAlphabet Inc | 3.00% | 5.07% | 2.07% |
| AVGOBroadcom Inc | 2.47% | 4.30% | 1.83% |
| METAMeta Platforms Inc | 2.42% | 2.77% | 0.35% |
| AMATApplied Materials, Inc. | 0.64% | 4.44% | 3.80% |
| PANWPalo Alto Networks, Inc | 0.49% | 4.18% | 3.69% |
| AMDAdvanced Micro Devices Inc | 1.52% | 2.92% | 1.40% |
| CRWDCrowdstrike Holdings Inc | 0.41% | 3.90% | 3.49% |
| KLACKla-tencor | 0.40% | 3.18% | 2.78% |
57.8% of PBOT 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 PBOT?
IVV has an expense ratio of 0.03% while PBOT charges 0.70%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, IVV or PBOT?
Over the past year IVV returned +17.54% vs +35.77% for PBOT, so PBOT leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PBOT?
PBOT has been the more volatile fund at 29.7% annualized versus 13.2% for IVV.
Should I hold both IVV and PBOT?
IVV and PBOT have a monthly-return correlation of 0.76, 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 PBOT?
57.8% of PBOT's money is in holdings IVV also owns. 57.8% of PBOT's is in holdings IVV also owns. They hold 25 positions in common, counted across the 506 positions we hold weights for in IVV and 46 in PBOT.
Which pays a higher dividend, IVV or PBOT?
IVV yields 1.10% while PBOT yields 0.07%, so IVV currently pays the higher dividend yield.
Is PBOT better than IVV?
IVV has a lower expense ratio. PBOT led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.