DDXX vs IVV
Defined Duration 20 ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DDXX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $19M | $907.0B | |
| Dividend Yield | 1.79% | 1.10% | |
| Holdings | 10 | 508 | |
| YTD Return | +13.75% | +12.71% | |
| 1Y Return | - | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -9.4% | -56.5% | |
| Fund Family | Discipline Funds | iShares by BlackRock (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Nov 12, 2025 | May 15, 2000 |
DDXX vs IVV Performance
Defined Duration 20 ETF (DDXX) is a ETF from Discipline Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DDXX is up 13.75% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.4% for DDXX 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
DDXX charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, DDXX currently yields 1.79% against 1.10% for IVV.
Holdings Overlap
DDXX and IVV share 0 holdings out of 514 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, DDXX or IVV?
DDXX has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
What is the holdings overlap between DDXX and IVV?
DDXX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, DDXX or IVV?
DDXX yields 1.79% while IVV yields 1.10%, so DDXX currently pays the higher dividend yield.
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