DBJP vs IVV
DBJP vs IVV
Xtrackers MSCI Japan Hedged Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DBJP delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DBJP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $696M | $865.2B | |
| Dividend Yield | 1.25% | 1.09% | |
| Holdings | 182 | 508 | |
| YTD Return | +22.47% | +13.80% | |
| 1Y Return | +46.09% | +23.70% | |
| 3Y Return (annualized) | +28.71% | +21.49% | |
| 5Y Return (annualized) | +22.40% | +13.43% | |
| Volatility (annualized) | 16.6% | 15.1% | |
| Max Drawdown | -35.3% | -56.5% | |
| Fund Family | Xtrackers ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 9, 2011 | May 15, 2000 |
DBJP vs IVV Performance
Xtrackers MSCI Japan Hedged Equity ETF (DBJP) is a ETF from Xtrackers ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DBJP returned +46.09% while IVV returned +23.70%. Year to date, DBJP is up 22.47% versus a gain of 13.80% for IVV.
Over three years, DBJP compounded at +28.71% per year against +21.49% for IVV; over five years the annualized figures are +22.40% and +13.43% respectively. Across the full 15-year window we track, DBJP has the edge at +11.75% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DBJP has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.1% 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 -35.3% for DBJP and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DBJP charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, DBJP currently yields 1.25% against 1.09% for IVV.
Holdings Overlap
DBJP and IVV share 0 holdings out of 674 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DBJP or IVV?
DBJP has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, DBJP or IVV?
Over the past year DBJP returned +46.09% vs +23.70% for IVV, so DBJP leads on 1-year performance. Over the longest common window we track (15 years), DBJP annualized +11.75% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, DBJP or IVV?
DBJP has been the more volatile fund at 16.6% annualized versus 15.1% for IVV. Worst drawdown: DBJP -35.3% vs IVV -56.5%.
Should I hold both DBJP and IVV?
DBJP and IVV have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DBJP and IVV?
DBJP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 674 unique securities.
Which pays a higher dividend, DBJP or IVV?
DBJP yields 1.25% while IVV yields 1.09%, so DBJP currently pays the higher dividend yield.
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