Compare · 2 funds side by side · dividends reinvested

PSDM and IVV

PSDMPGIM×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

PSDM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.4

PGIM Short Duration Multi-SectoBonds & Cash · Short-term0.40%4.45%+1.5%+2.4%+5.5%[…]−1.2%1.7%$278M1.6

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: PSDM 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Short Duration Multi-Secto · $278M[…]

PSDM

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSDMMeasureIVV

+1.5%Year to dateJan 1 → Nov 6+8.7%

+2.4%1 yearTotal return+9.8%

+5.5%3 years · per year$10,000 became $11,736 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

4.45%Trailing 12-mo yield$445 · $114 a year on $10k1.14%

−1.2%Worst dropSmaller is better−8.9%

1.7%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

PSDM vs IVV: Top 5 Holdings

Today

PSDM

5.5%in top 5

IVV

in top 527.8%

PSDMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.1%PAAAnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.3%PCSnot top 5

0.1%PHYLnot top 5

Held in common0.0%

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

PSDM vs IVV Returns, Every Period

PGIMPSDM

+2.4%

past year

IVViShares

+9.8%

past year

PSDMIVVFaded: behind in that period

0–3IVV wins

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

Bonds vs Core: PSDM vs IVV

YTD

PGIMPSDM

+1.5%

IVViShares

+8.7%

+1.5%Year to date+8.7%

−1.2%Worst drop · 1Y−8.9%

1.7%Volatility · 1Y13.6%

4.4%Yield1.1%

$278MAssets$853B

3–1PSDM wins

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

Cost, Income and Risk

Fees: PSDM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PSDM0.40%$40

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

Yields: PSDM, IVV

4.45%highest, PSDM

FundTrailing yieldYield$10k

PSDM4.45%$445

IVV1.14%$114

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

Income After Fees on $10,000

$405most kept, PSDM

PSDM$445 − $40 = $405

IVV$114 − $3 = $111

KeptFee

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

Overlap: PSDM, IVV

Today

0.0%most shared, PSDM and IVV

PSDMIVV

PSDM—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

PSDMWorst drop−1.2%1.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PSDMIVV

+1.5%Year to date+8.7%

4.4%Yield1.1%

+2.4%Past year+9.8%

0.40%Fee0.03%

3–1IVV 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%

$182BAssets$819B

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