DFTT vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricDFTTIVVWinner
Expense Ratio0.70%0.03%
AUM$31M$865.2B
Dividend Yield0.00%1.09%
Holdings32508
YTD Return+20.26%+13.43%
1Y Return-+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)-15.1%
Max Drawdown-16.3%-56.5%
Fund FamilyDonoghue Forlines ETFsiShares by BlackRock (US)
CategoryAllocation/BalancedEquity
InceptionNov 11, 2025May 15, 2000

DFTT vs IVV Performance

DF Tactical 30 ETF (DFTT) is a ETF from Donoghue Forlines ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DFTT is up 20.26% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -16.3% for DFTT 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

DFTT charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, DFTT currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

17.9%overlap

DFTT and IVV share 28 holdings out of 507 unique holdings combined, representing a 17.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DFTTWeight in IVVDifference
GOOGL9.55%3.15%6.40%
LLY4.39%1.44%2.95%
XOM4.51%0.97%3.54%
JNJProProPro
AMDProProPro
MUProProPro
WMTProProPro
CVXProProPro
CATProProPro
MRKProProPro
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Frequently Asked Questions

Which is cheaper, DFTT or IVV?

DFTT has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

What is the holdings overlap between DFTT and IVV?

DFTT and IVV share 28 common holdings with a 17.9% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, DFTT or IVV?

DFTT yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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