Correlation
The correlation between PIOTX and IVV is 0.96, 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.
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.
Performance
PIOTX vs. IVV - Performance Comparison
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Key characteristics
PIOTX:
37.79%
IVV:
19.71%
PIOTX:
-12.86%
IVV:
-55.25%
PIOTX:
-1.52%
IVV:
-3.55%
Returns By Period
PIOTX
N/A
7.13%
N/A
N/A
N/A
N/A
N/A
IVV
0.90%
6.13%
-1.49%
14.25%
14.30%
15.90%
12.79%
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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.
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Dividends
PIOTX vs. IVV - Dividend Comparison
PIOTX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.31%.
| 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 | 1.31% | 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.
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Volatility
PIOTX vs. IVV - Volatility Comparison
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