PIOTX vs. IVV
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and iShares Core S&P 500 ETF (IVV).
PIOTX is managed by Amundi US. It was launched on Nov 18, 1999. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOTX or IVV.
Correlation
The correlation between PIOTX and IVV is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PIOTX vs. IVV - Performance Comparison
Key characteristics
PIOTX:
47.16%
IVV:
19.31%
PIOTX:
-12.86%
IVV:
-55.25%
PIOTX:
-2.11%
IVV:
-8.54%
Returns By Period
PIOTX
N/A
10.14%
N/A
N/A
N/A
N/A
IVV
-4.31%
10.62%
-2.46%
9.63%
16.03%
12.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIOTX vs. IVV - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
PIOTX vs. IVV — Risk-Adjusted Performance Rank
PIOTX
IVV
PIOTX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and iShares Core S&P 500 ETF (IVV). 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.
Not enough dataDividends
PIOTX vs. IVV - Dividend Comparison
PIOTX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.38% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
PIOTX vs. IVV - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -12.86%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PIOTX and IVV. For additional features, visit the drawdowns tool.
Volatility
PIOTX vs. IVV - Volatility Comparison
Pioneer Core Equity Fund (PIOTX) and iShares Core S&P 500 ETF (IVV) have volatilities of 11.49% and 11.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.