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PCPP vs IVOV

Porter & Company Porter Portfolio Index ETF vs Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares

PCPP

Porter & Company Porter Portfolio Index ETF

Annual cost

Fund size

IVOV

Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.4B

Key differences

PCPP is a mixed asset ETF, while IVOV is an equity ETF.

  • PCPP is a mixed asset fund, while IVOV is an equity fund. They carry different risk/return profiles.

Side-by-side comparison

PCPPIVOV
Annual cost (TER)0.10%
Fund size (AUM)$1.4B
Since2010
Dividend yield1.68%
Asset classmixed assetequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+20.7%
CAGR 3YN/A+15.3%
CAGR 5YN/A+7.5%
Sharpe 3YN/A0.68
Volatility 1Y15.24%
Max drawdown-45.99%

Similar to PCPP and IVOV