DDDD vs IVV

DDDD vs IVV

Which is better, DDDD or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.7%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricDDDDIVV
Expense Ratio1.01%0.03%Best
AUM$8M$876.4B
Dividend Yield1.48%1.06%
Holdings264508
YTD Return+8.73%+12.39%Best
1Y Return-+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Top 10 Weight41.7%37.8%Best
Fund FamilyYieldMax ETFiShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionMar 11, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DDDD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DDDD vs IVV Performance

YieldMax US Stocks Target Double Distribution ETF (DDDD) is an ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, DDDD is up 8.73% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

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 1.48% against 1.06% for IVV.

Holdings Overlap

DDDD already in IVV90.8%
IVV already in DDDD7.8%

90.8% of DDDD's money is in holdings IVV also owns. 7.8% of IVV's money is in holdings DDDD also owns.

Most of DDDD is already inside IVV. Owning both mostly buys the same companies twice.

44 positions in common, counted across the 100 positions we hold weights for in DDDD and 490 in IVV, against full books of 264 and 508.

What only one of them owns

Our book lists 438 positions for IVV that do not appear in our book for DDDD (90.9% of the fund), and 54 for DDDD that do not appear in IVV (8.6%).

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

StockWeight in DDDDWeight in IVVDifference
MRKMerck & Company Inc4.76%0.55%4.21%
AMGNAmgen Inc.4.69%0.35%4.34%
ABTAbbott Laboratories4.68%0.29%4.39%
KOCoca Cola Co.4.16%0.52%3.64%
CVXChevron Corp4.01%0.58%3.43%
HDHome Depot Inc/The3.86%0.49%3.37%
UNHUnitedhealth Group Incorporated3.81%0.53%3.28%
PGProcter & Gamble Company3.82%0.51%3.31%
VZVerizon Communic3.96%0.32%3.64%
COPConocophillips Common Stock USD 0.013.93%0.24%3.69%

90.8% of DDDD 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.

DDDDIVV

Free for up to 10 holdings. No account needed.

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, by $98 a year on a $10,000 investment.

What is the holdings overlap between DDDD and IVV?

90.8% of DDDD's money is in holdings IVV also owns. 7.8% of IVV's is in holdings DDDD also owns. They hold 44 positions in common, counted across the 100 positions we hold weights for in DDDD and 490 in IVV.

Which pays a higher dividend, DDDD or IVV?

DDDD yields 1.48% while IVV yields 1.06%, so DDDD currently pays the higher dividend yield.

Is IVV better than DDDD?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 41.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.