DEXC vs IVV
Dimensional Emerging Markets ex China Core Equity ETF vs iShares Core S&P 500 ETF
Which is better, DEXC or IVV?
Small Cap Value against Large Cap Blend.
IVV has a lower expense ratio. DEXC led over 1Y and the full window. DEXC is less concentrated, with 29.7% of the fund in its ten largest positions against 37.9%.
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 | DEXC | IVV |
|---|---|---|
| Expense Ratio | 0.43% | 0.03%Best |
| AUM | $309M | $876.4B |
| Dividend Yield | 1.54% | 1.06% |
| Holdings | 1,987 | 508 |
| YTD Return | +33.14%Best | +12.24% |
| 1Y Return | +49.82%Best | +18.61% |
| 3Y Return (annualized) | - | +20.98% |
| 5Y Return (annualized) | - | +12.76% |
| Volatility (annualized) | 20.9% | 12.7%Best |
| Max Drawdown | -18.3%Best | -18.8% |
| $10,000 over 1.8 years | $16,972Best | $13,095 |
| Top 10 Weight | 29.7%Best | 37.9% |
| Fund Family | Dimensional | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Nov 13, 2024 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 14, 2024 to Sep 9, 2026 (1.8 years).
DEXC 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 1.8 years both funds cover.
DEXC vs IVV Performance
Dimensional Emerging Markets ex China Core Equity ETF (DEXC) is an ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DEXC returned +49.82% while IVV returned +18.61%. Year to date, DEXC is up 33.14% versus a gain of 12.24% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DEXC has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 12.7% 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 -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 0.65. They move together some of the time, and apart the rest.
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 1.54% against 1.06% for IVV.
Holdings Overlap
0.2% of DEXC's money is in holdings IVV also owns. 1.0% of IVV's money is in holdings DEXC also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
11 positions in common, counted across the 3,298 positions we hold weights for in DEXC and 505 in IVV, against full books of 1,987 and 508.
What only one of them owns
Our book lists 486 positions for IVV that do not appear in our book for DEXC (98.3% of the fund), and 48 for DEXC that do not appear in IVV (2.9%).
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
| Stock | Weight in DEXC | Weight in IVV | Difference |
|---|---|---|---|
| BABoeing Co | 0.01% | 0.28% | 0.27% |
| UNPUnion Pacific Corp | 0.01% | 0.26% | 0.25% |
| ECLEcolab, Inc. | 0.01% | 0.11% | 0.10% |
| HALHalliburton Co. | 0.06% | 0.04% | 0.02% |
| BDXBecton Dickinson And Co. | 0.03% | 0.07% | 0.04% |
| EWEdwards Lifesciences Corp | 0.00% | 0.08% | 0.08% |
| QQnity Electronics Inc | 0.03% | 0.04% | 0.01% |
| LHLabcorp Holdings Inc | 0.01% | 0.04% | 0.03% |
| TXTTextron Inc. | 0.01% | 0.02% | 0.01% |
| DDDupont De Nemours Inc Npv | 0.00% | 0.03% | 0.03% |
You are not choosing between two funds in isolation.
Whichever of DEXC and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $40 a year on a $10,000 investment.
Which performed better, DEXC or IVV?
Over the past year DEXC returned +49.82% vs +18.61% for IVV, so DEXC leads on 1-year performance. Over the longest common window we track (2 years), DEXC annualized +34.16% vs +16.16% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DEXC or IVV?
DEXC has been the more volatile fund at 20.9% annualized versus 12.7% for IVV. Worst drawdown: DEXC -18.3% vs IVV -18.8%.
Should I hold both DEXC and IVV?
DEXC and IVV have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DEXC or IVV?
DEXC yields 1.54% while IVV yields 1.06%, so DEXC currently pays the higher dividend yield.
Is IVV better than DEXC?
IVV has a lower expense ratio. DEXC led over 1Y and the full window. DEXC is less concentrated, with 29.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.