DBP vs IVV

Quick Verdict

IVV has a lower expense ratio. DBP delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: DBPMore Diversified: IVV

Side-by-Side Comparison

MetricDBPIVVWinner
Expense Ratio0.73%0.03%
AUM$206M$865.2B
Dividend Yield2.70%1.09%
Holdings7508
YTD Return-2.32%+13.80%
1Y Return+35.90%+23.01%
3Y Return (annualized)+30.36%+21.77%
5Y Return (annualized)+18.33%+13.39%
Volatility (annualized)19.6%15.1%
Max Drawdown-53.9%-56.5%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryCommodityEquity
InceptionJan 5, 2007May 15, 2000

DBP vs IVV Performance

Invesco DB Precious Metals Fund (DBP) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DBP returned +35.90% while IVV returned +23.01%. Year to date, DBP is down 2.32% versus a gain of 13.80% for IVV.

Over three years, DBP compounded at +30.36% per year against +21.77% for IVV; over five years the annualized figures are +18.33% and +13.39% respectively. Across the full 20-year window we track, DBP has the edge at +8.34% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DBP has been the more volatile fund, with annualized monthly volatility of 19.6% 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 -53.9% for DBP 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 0.15. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DBP charges 0.73% per year while IVV charges 0.03%. On a $10,000 position that is $73 vs $3 annually, a gap of $70 per year that compounds over a long holding period. On income, DBP currently yields 2.70% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

DBP and IVV share 0 holdings out of 507 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, DBP or IVV?

DBP has an expense ratio of 0.73% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $70 per year of difference.

Which performed better, DBP or IVV?

Over the past year DBP returned +35.90% vs +23.01% for IVV, so DBP leads on 1-year performance. Over the longest common window we track (20 years), DBP annualized +8.34% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, DBP or IVV?

DBP has been the more volatile fund at 19.6% annualized versus 15.1% for IVV. Worst drawdown: DBP -53.9% vs IVV -56.5%.

Should I hold both DBP and IVV?

DBP and IVV have a monthly-return correlation of 0.15, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DBP and IVV?

DBP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, DBP or IVV?

DBP yields 2.70% while IVV yields 1.09%, so DBP currently pays the higher dividend yield.

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