DBB vs IVV

DBB vs IVV

Which is better, DBB or IVV?

Precious Metals against Large Cap Blend.

IVV has a lower expense ratio. DBB led over 1Y, IVV over 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: split

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

MetricDBBIVV
Expense Ratio0.75%0.03%Best
AUM$362M$876.4B
Dividend Yield2.35%1.06%
Holdings15508
YTD Return+12.47%+14.15%Best
1Y Return+32.33%Best+17.31%
3Y Return (annualized)+15.34%+23.17%Best
5Y Return (annualized)+6.88%+13.85%Best
Volatility (annualized)20.8%15.5%Best
Max Drawdown-60.2%-56.5%Best
$10,000 over 5 years$13,947$19,128Best
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryCommodityEquity
StylePrecious MetalsLarge Cap Blend
InceptionJan 5, 2007May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 5, 2007 to Sep 21, 2026 (19.7 years).

DBB 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 19.7 years both funds cover.

DBB vs IVV Performance

Invesco DB Base Metals Fund (DBB) is an ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DBB returned +32.33% while IVV returned +17.31%. Year to date, DBB is up 12.47% versus a gain of 14.15% for IVV.

Over three years, DBB compounded at +15.34% per year against +23.17% for IVV; over five years the annualized figures are +6.88% and +13.85% respectively. Across the full 20-year window we track, IVV has the edge at +9.49% annualized vs +1.52%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DBB has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 15.5% 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 -60.2% for DBB and -56.5% 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 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DBB 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, DBB currently yields 2.35% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in DBB and 490 in IVV, totalling 95.5% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in DBB and 490 in IVV, against full books of 15 and 508.

You are not choosing between two funds in isolation.

Whichever of DBB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DBBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DBB or IVV?

DBB 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, DBB or IVV?

Over the past year DBB returned +32.33% vs +17.31% for IVV, so DBB leads on 1-year performance. Over the longest common window we track (20 years), DBB annualized +1.52% vs +9.49% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DBB or IVV?

DBB has been the more volatile fund at 20.8% annualized versus 15.5% for IVV. Worst drawdown: DBB -60.2% vs IVV -56.5%.

Should I hold both DBB and IVV?

DBB and IVV have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DBB or IVV?

DBB yields 2.35% while IVV yields 1.06%, so DBB currently pays the higher dividend yield.

Is IVV better than DBB?

IVV has a lower expense ratio. DBB led over 1Y, IVV over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.