IVV vs PTIN
iShares Core S&P 500 ETF vs Pacer Trendpilot International ETF
Which is better, IVV or PTIN?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, PTIN over 1Y.
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 | PTIN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.65% |
| AUM | $896.5B | $177M |
| Dividend Yield | 1.10% | 2.17% |
| Holdings | 508 | 510 |
| YTD Return | +13.59%Best | +11.44% |
| 1Y Return | +17.54% | +19.53%Best |
| 3Y Return (annualized) | +22.46%Best | +13.78% |
| 5Y Return (annualized) | +13.28%Best | +6.21% |
| Volatility (annualized) | 16.3% | 13.6%Best |
| Max Drawdown | -33.9% | -21.3%Best |
| $10,000 over 5 years | $18,654Best | $13,515 |
| Fund Family | iShares by BlackRock (US) | Pacer ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | May 2, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 3, 2019 to Oct 14, 2026 (7.4 years).
IVV vs PTIN 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 covers the 7.4 years both funds cover.
IVV vs PTIN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer Trendpilot International ETF (PTIN) is an ETF from Pacer ETFs. Over the past year IVV returned +17.54% while PTIN returned +19.53%. Year to date, IVV is up 13.59% versus a gain of 11.44% for PTIN.
Over three years, IVV compounded at +22.46% per year against +13.78% for PTIN; over five years the annualized figures are +13.28% and +6.21% respectively. Across the full 7-year window we track, IVV has the edge at +14.98% annualized vs +6.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 13.6% for PTIN. 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 -33.9% for IVV and -21.3% for PTIN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while PTIN charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.17% for PTIN.
Holdings Overlap
We hold position weights for 506 holdings in IVV and 1 in PTIN, totalling 99.9% and 0.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 506 positions we hold weights for in IVV and 1 in PTIN, against full books of 508 and 510.
You are not choosing between two funds in isolation.
Whichever of IVV and PTIN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or PTIN?
IVV has an expense ratio of 0.03% while PTIN charges 0.65%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IVV or PTIN?
Over the past year IVV returned +17.54% vs +19.53% for PTIN, so PTIN leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +14.98% vs +6.34% for PTIN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or PTIN?
IVV has been the more volatile fund at 16.3% annualized versus 13.6% for PTIN. Worst drawdown: IVV -33.9% vs PTIN -21.3%.
Should I hold both IVV and PTIN?
IVV and PTIN have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or PTIN?
IVV yields 1.10% while PTIN yields 2.17%, so PTIN currently pays the higher dividend yield.
Is PTIN better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, PTIN over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.