IVV vs PSTR
IVV vs PSTR
iShares Core S&P 500 ETF vs PeakShares Sector Rotation ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PSTR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.07% | |
| AUM | $865.2B | $64M | |
| Dividend Yield | 1.09% | 4.90% | |
| Holdings | 508 | 250 | |
| YTD Return | +13.80% | +13.10% | |
| 1Y Return | +23.70% | +21.66% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 7.8% | |
| Max Drawdown | -56.5% | -13.7% | |
| Fund Family | iShares by BlackRock (US) | PeakShares LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 30, 2024 |
IVV vs PSTR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and PeakShares Sector Rotation ETF (PSTR) is a ETF from PeakShares LLC. Over the past year IVV returned +23.70% while PSTR returned +21.66%. Year to date, IVV is up 13.80% versus a gain of 13.10% for PSTR.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.8% for PSTR. 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 -13.7% for PSTR. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while PSTR charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.90% for PSTR.
Holdings Overlap
IVV and PSTR share 49 holdings out of 541 unique holdings combined, representing a 16.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in PSTR | Difference |
|---|---|---|---|
| NVDA | 7.76% | 1.34% | 6.42% |
| AAPL | 7.44% | 0.74% | 6.70% |
| MSFT | 4.57% | 0.72% | 3.85% |
| AMZN | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
See all 10 holdings IVV shares with PSTR Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or PSTR?
IVV has an expense ratio of 0.03% while PSTR charges 1.07%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, IVV or PSTR?
Over the past year IVV returned +23.70% vs +21.66% for PSTR, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.05% vs +17.99% for PSTR. Past performance does not guarantee future results.
Which is riskier, IVV or PSTR?
IVV has been the more volatile fund at 15.1% annualized versus 7.8% for PSTR. Worst drawdown: IVV -56.5% vs PSTR -13.7%.
Should I hold both IVV and PSTR?
IVV and PSTR have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and PSTR?
IVV and PSTR share 49 common holdings with a 16.3% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, IVV or PSTR?
IVV yields 1.09% while PSTR yields 4.90%, so PSTR currently pays the higher dividend yield.
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