Compare · 2 funds side by side · dividends reinvested

PBE and IVV

PBEInvesco×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

PBE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Biotechnology & Genome ETFSectors · Technology0.59%1.34%+21.9%+31.1%+23.4%+6.2%−11.7%20.3%$430M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PBE 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Biotechnology & Genome ETF · $430M$13,496

PBE

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

PBEMeasureIVV

+21.9%Year to dateJan 1 → Nov 6+8.7%

+31.1%1 yearTotal return+9.8%

+23.4%3 years · per year$10,000 became $18,770 · $18,084+21.8%

+6.2%5 years · per year$10,000 became $13,496 · $17,177+11.4%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

1.34%Trailing 12-mo yield$134 · $114 a year on $10k1.14%

−11.7%Worst dropSmaller is better−8.9%

20.3%VolatilityLower is calmer13.6%

PBEIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBE vs IVV: Top 5 Holdings

Today

PBE

27.3%in top 5

IVV

in top 527.8%

PBEStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.6%GILDnot top 5

5.5%BIIBnot top 5

5.4%RPRXnot top 5

5.4%REGNnot top 5

5.4%NTRAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

PBE vs IVV Returns, Every Period

InvescoPBE

+6.2%

5 years, per year

IVViShares

+11.4%

5 years, per year

PBEIVVFaded: behind in that period

3–1PBE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: PBE vs IVV

YTD

InvescoPBE

+21.9%

IVViShares

+8.7%

+21.9%Year to date+8.7%

−11.7%Worst drop · 1Y−8.9%

20.3%Volatility · 1Y13.6%

1.3%Yield1.1%

$430MAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBE, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PBE0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PBE, IVV

1.34%highest, PBE

FundTrailing yieldYield$10k

PBE1.34%$134

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PBE$134 − $59 = $75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PBE, IVV

Today

1.4%most shared, PBE and IVV

PBEIVV

PBE—1.4%

IVV1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.1%PBE, at 20.3% volatility

IVVWorst drop−8.9%13.6% vol

PBEWorst drop−11.7%20.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PBEIVV

+21.9%Year to date+8.7%

1.3%Yield1.1%

+31.1%Past year+9.8%

0.59%Fee0.03%

3–1PBE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026