DEXC vs IVV
Dimensional Emerging Markets ex China Core Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DEXC delivered stronger 1-year returns. DEXC offers more diversification with 1,987 holdings.
Side-by-Side Comparison
| Metric | DEXC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.43% | 0.03% | |
| AUM | $322M | $907.0B | |
| Dividend Yield | 1.64% | 1.10% | |
| Holdings | 1,987 | 508 | |
| YTD Return | +26.61% | +13.22% | |
| 1Y Return | +44.10% | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 21.2% | 15.1% | |
| Max Drawdown | -18.3% | -56.5% | |
| Fund Family | Dimensional | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 13, 2024 | May 15, 2000 |
DEXC vs IVV Performance
Dimensional Emerging Markets ex China Core Equity ETF (DEXC) is a ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DEXC returned +44.10% while IVV returned +21.62%. Year to date, DEXC is up 26.61% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
DEXC has been the more volatile fund, with annualized monthly volatility of 21.2% 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 -18.3% for DEXC 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DEXC charges 0.43% per year while IVV charges 0.03%. On a $10,000 position that is $43 vs $3 annually, a gap of $40 per year that compounds over a long holding period. On income, DEXC currently yields 1.64% against 1.10% for IVV.
Holdings Overlap
DEXC and IVV share 396 holdings out of 2071 unique holdings combined, representing a 51.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, DEXC or IVV?
DEXC has an expense ratio of 0.43% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, DEXC or IVV?
Over the past year DEXC returned +44.10% vs +21.62% for IVV, so DEXC leads on 1-year performance. Over the longest common window we track (2 years), DEXC annualized +31.64% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, DEXC or IVV?
DEXC has been the more volatile fund at 21.2% annualized versus 15.1% for IVV. Worst drawdown: DEXC -18.3% vs IVV -56.5%.
Should I hold both DEXC and IVV?
DEXC and IVV have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DEXC and IVV?
DEXC and IVV share 396 common holdings with a 51.6% weight overlap. Combined, they hold 2071 unique securities.
Which pays a higher dividend, DEXC or IVV?
DEXC yields 1.64% while IVV yields 1.10%, so DEXC currently pays the higher dividend yield.
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