PCLVX vs. IDIVX
PCLVX (PACE Large Co Value Equity Investments) and IDIVX (Integrity Dividend Harvest Fund) are both Large Cap Value Equities funds. Over the past 10 years, PCLVX returned 10.99%/yr vs 11.69%/yr for IDIVX. Their correlation of 0.84 suggests significant overlap in exposure. PCLVX charges 1.07%/yr vs 0.95%/yr for IDIVX.
Performance
PCLVX vs. IDIVX - Performance Comparison
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Returns By Period
In the year-to-date period, PCLVX achieves a 9.11% return, which is significantly lower than IDIVX's 16.27% return. Over the past 10 years, PCLVX has underperformed IDIVX with an annualized return of 10.99%, while IDIVX has yielded a comparatively higher 11.69% annualized return.
PCLVX
- 1D
- -0.30%
- 1M
- 0.39%
- YTD
- 9.11%
- 6M
- 8.25%
- 1Y
- 21.24%
- 3Y*
- 18.08%
- 5Y*
- 11.49%
- 10Y*
- 10.99%
IDIVX
- 1D
- 0.48%
- 1M
- 1.34%
- YTD
- 16.27%
- 6M
- 15.13%
- 1Y
- 30.87%
- 3Y*
- 21.40%
- 5Y*
- 14.73%
- 10Y*
- 11.69%
PCLVX vs. IDIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCLVX PACE Large Co Value Equity Investments | 9.11% | 20.38% | 13.78% | 15.37% | -5.14% | 25.62% | -2.37% | 23.07% | -10.66% | 12.29% |
IDIVX Integrity Dividend Harvest Fund | 16.27% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
Correlation
The correlation between PCLVX and IDIVX is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since May 1, 2012 | 0.84 |
Over the past year, the correlation between PCLVX and IDIVX has dropped to 0.64 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
PCLVX vs. IDIVX — Risk / Return Rank
PCLVX
IDIVX
PCLVX vs. IDIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Large Co Value Equity Investments (PCLVX) and Integrity Dividend Harvest Fund (IDIVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCLVX | IDIVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.58 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 5.55 | -2.29 |
| Martin ratioReturn relative to average drawdown | 12.42 | 23.85 | -11.42 |
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Drawdowns
PCLVX vs. IDIVX - Drawdown Comparison
The maximum PCLVX drawdown since its inception was -59.05%, which is greater than IDIVX's maximum drawdown of -31.64%. Use the drawdown chart below to compare losses from any high point for PCLVX and IDIVX.
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Drawdown Indicators
| PCLVX | IDIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -31.64% | -27.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.48% | -5.72% | -1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -16.54% | -15.37% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -18.49% | -16.34% | -2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -31.64% | -10.54% |
Current DrawdownCurrent decline from peak | -1.85% | -0.43% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -3.35% | -5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.33% | +0.56% |
Volatility
PCLVX vs. IDIVX - Volatility Comparison
The current volatility for PACE Large Co Value Equity Investments (PCLVX) is 3.22%, while Integrity Dividend Harvest Fund (IDIVX) has a volatility of 3.45%. This indicates that PCLVX experiences smaller price fluctuations and is considered to be less risky than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCLVX | IDIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.45% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.18% | 7.63% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.89% | 9.94% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 13.96% | +2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 14.94% | +3.44% |
PCLVX vs. IDIVX - Expense Ratio Comparison
PCLVX has a 1.07% expense ratio, which is higher than IDIVX's 0.95% expense ratio.
Dividends
PCLVX vs. IDIVX - Dividend Comparison
PCLVX's dividend yield for the trailing twelve months is around 12.30%, more than IDIVX's 6.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 6.33% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
PCLVX PACE Large Co Value Equity Investments | 12.30% | 13.43% | 10.09% | 5.34% | 17.37% | 19.81% | 1.42% | 5.95% | 11.80% | 7.23% | 2.75% | 14.55% |
Frequently Asked Questions
PCLVX and IDIVX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDIVX has higher volatility (3.45%) compared to PCLVX (3.22%). In terms of maximum drawdown, PCLVX dropped -59.05% vs IDIVX's -31.64%.
IDIVX currently has the higher Sharpe Ratio (3.19 vs 2.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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