DDDD vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricDDDDIVVWinner
Expense Ratio1.01%0.03%
AUM$6M$865.2B
Dividend Yield0.00%1.09%
Holdings172508
YTD Return+11.04%+13.43%
1Y Return-+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)-15.1%
Max Drawdown-3.0%-56.5%
Fund FamilyYieldMax ETFiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionMar 11, 2026May 15, 2000

DDDD vs IVV Performance

YieldMax US Stocks Target Double Distribution ETF (DDDD) is a ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DDDD is up 11.04% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.0% for DDDD and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

DDDD charges 1.01% per year while IVV charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, DDDD currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

7.7%overlap

DDDD and IVV share 45 holdings out of 560 unique holdings combined, representing a 7.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DDDDWeight in IVVDifference
UNH4.47%0.61%3.86%
MRK4.35%0.48%3.87%
HD4.25%0.51%3.74%
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TXNProProPro
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Frequently Asked Questions

Which is cheaper, DDDD or IVV?

DDDD has an expense ratio of 1.01% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

What is the holdings overlap between DDDD and IVV?

DDDD and IVV share 45 common holdings with a 7.7% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, DDDD or IVV?

DDDD yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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