DARP vs IVV
Grizzle Growth ETF vs iShares Core S&P 500 ETF
Which is better, DARP or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. DARP led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DARP | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | $45M | $876.4B |
| Dividend Yield | 0.34% | 1.06% |
| Holdings | 81 | 508 |
| YTD Return | +24.08%Best | +12.39% |
| 1Y Return | +43.00%Best | +16.61% |
| 3Y Return (annualized) | +32.00%Best | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 21.8% | 12.8%Best |
| Max Drawdown | -30.3% | -18.8%Best |
| $10,000 over 3.1 years | $23,459Best | $18,089 |
| Top 10 Weight | 55.6% | 37.8%Best |
| Fund Family | Grizzle Investment Management LLC | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 17, 2021 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 28, 2023 to Sep 18, 2026 (3.1 years).
DARP vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
DARP vs IVV Performance
Grizzle Growth ETF (DARP) is an ETF from Grizzle Investment Management LLC and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DARP returned +43.00% while IVV returned +16.61%. Year to date, DARP is up 24.08% versus a gain of 12.39% for IVV.
Over three years, DARP compounded at +32.00% per year against +21.38% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DARP has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 12.8% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -30.3% for DARP and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DARP charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, DARP currently yields 0.34% against 1.06% for IVV.
Holdings Overlap
70.1% of DARP's money is in holdings IVV also owns. 35.9% of IVV's money is in holdings DARP also owns.
Most of DARP is already inside IVV. Owning both mostly buys the same companies twice.
22 positions in common, counted across the 43 positions we hold weights for in DARP and 490 in IVV, against full books of 81 and 508.
What only one of them owns
Our book lists 460 positions for IVV that do not appear in our book for DARP (62.7% of the fund), and 11 for DARP that do not appear in IVV (17.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DARP | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.97% | 8.07% | 0.90% |
| GOOGLAlphabet Inc,class A | 9.83% | 3.00% | 6.83% |
| AMZNAmazon.Com Inc | 7.78% | 3.84% | 3.94% |
| MUMicron Technology, Inc. | 8.58% | 1.63% | 6.95% |
| AAPLApple, Inc | 3.09% | 7.02% | 3.93% |
| MSFTMicrosoft Corp | 2.30% | 5.69% | 3.39% |
| GEVGe Vernova, Inc. | 4.54% | 0.36% | 4.18% |
| COHRCoherent Corp | 3.92% | 0.08% | 3.84% |
| METAMeta Platforms Inc | 1.60% | 1.90% | 0.30% |
| VRTVertiv Holdings Co | 2.99% | 0.15% | 2.84% |
70.1% of DARP is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DARP or IVV?
DARP has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
Which performed better, DARP or IVV?
Over the past year DARP returned +43.00% vs +16.61% for IVV, so DARP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DARP or IVV?
DARP has been the more volatile fund at 21.8% annualized versus 12.8% for IVV. Worst drawdown: DARP -30.3% vs IVV -18.8%.
Should I hold both DARP and IVV?
DARP and IVV have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DARP and IVV?
70.1% of DARP's money is in holdings IVV also owns. 35.9% of IVV's is in holdings DARP also owns. They hold 22 positions in common, counted across the 43 positions we hold weights for in DARP and 490 in IVV.
Which pays a higher dividend, DARP or IVV?
DARP yields 0.34% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than DARP?
IVV has a lower expense ratio. DARP led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.