DESK vs IVV
VanEck Office and Commercial REIT ETF vs iShares Core S&P 500 ETF
Which is better, DESK or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 68.0%.
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
| Metric | DESK | IVV |
|---|---|---|
| Expense Ratio | 0.51% | 0.03%Best |
| AUM | $14M | $876.4B |
| Dividend Yield | 4.56% | 1.06% |
| Holdings | 26 | 508 |
| YTD Return | +8.50% | +14.14%Best |
| 1Y Return | -4.57% | +17.30%Best |
| 3Y Return (annualized) | +11.02% | +23.04%Best |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 22.6% | 12.4%Best |
| Max Drawdown | -28.6% | -18.8%Best |
| $10,000 over 3 years | $13,448 | $18,618Best |
| Top 10 Weight | 68.0% | 37.8%Best |
| Fund Family | VanEck | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Sep 19, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 21, 2023 to Sep 22, 2026 (3 years).
DESK 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 covers the 3 years both funds cover.
DESK vs IVV Performance
VanEck Office and Commercial REIT ETF (DESK) is an ETF from VanEck and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DESK returned -4.57% while IVV returned +17.30%. Year to date, DESK is up 8.50% versus a gain of 14.14% for IVV.
Over three years, DESK compounded at +11.02% per year against +23.04% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DESK has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 12.4% 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 -28.6% for DESK and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DESK charges 0.51% per year while IVV charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, DESK currently yields 4.56% against 1.06% for IVV.
Holdings Overlap
25.5% of DESK's money is in holdings IVV also owns. 0.5% of IVV's money is in holdings DESK also owns.
DESK and IVV share little of their money.
6 positions in common, counted across the 25 positions we hold weights for in DESK and 490 in IVV, against full books of 26 and 508.
What only one of them owns
Measured across the 25 and 490 positions we hold weights for.
IVV holds 476 positions DESK does not, 98.2% of the fund.
Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%
25.5% of DESK 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.
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Frequently Asked Questions
Which is cheaper, DESK or IVV?
DESK has an expense ratio of 0.51% while IVV charges 0.03%. IVV is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, DESK or IVV?
Over the past year DESK returned -4.57% vs +17.30% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DESK or IVV?
DESK has been the more volatile fund at 22.6% annualized versus 12.4% for IVV. Worst drawdown: DESK -28.6% vs IVV -18.8%.
Should I hold both DESK and IVV?
DESK and IVV have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DESK and IVV?
25.5% of DESK's money is in holdings IVV also owns. 0.5% of IVV's is in holdings DESK also owns. They hold 6 positions in common, counted across the 25 positions we hold weights for in DESK and 490 in IVV.
Which pays a higher dividend, DESK or IVV?
DESK yields 4.56% while IVV yields 1.06%, so DESK currently pays the higher dividend yield.
Is IVV better than DESK?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 68.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.