DGLO vs IVV
First Trust RBA Deglobalization ETF vs iShares Core S&P 500 ETF
Which is better, DGLO or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window. DGLO is less concentrated, with 21.7% of the fund in its ten largest positions against 38.1%.
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 | DGLO | IVV |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $3M | $882.6B |
| Dividend Yield | 0.58% | 1.06% |
| Holdings | 228 | 508 |
| YTD Return | +9.60% | +12.76%Best |
| 1Y Return | +10.85% | +15.57%Best |
| 3Y Return (annualized) | - | +22.95% |
| 5Y Return (annualized) | - | +13.54% |
| Volatility (annualized) | 12.4%Tie | 12.4%Tie |
| Max Drawdown | -10.5% | -8.9%Best |
| $10,000 over 1.1 years | $11,420 | $12,148Best |
| Top 10 Weight | 21.7%Best | 38.1% |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 6, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Aug 7, 2025 to Oct 1, 2026 (1.1 years).
DGLO 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 1.1 years both funds cover.
DGLO vs IVV Performance
First Trust RBA Deglobalization ETF (DGLO) is an ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DGLO returned +10.85% while IVV returned +15.57%. Year to date, DGLO is up 9.60% versus a gain of 12.76% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGLO and IVV have been equally volatile, both at 12.4% annualized.
The deepest peak-to-trough decline in our data was -10.5% for DGLO and -8.9% 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 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DGLO 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, DGLO currently yields 0.58% against 1.06% for IVV.
Holdings Overlap
34.3% of DGLO's money is in holdings IVV also owns. 2.6% of IVV's money is in holdings DGLO also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 113 positions we hold weights for in DGLO and 505 in IVV, against full books of 228 and 508.
What only one of them owns
Our book lists 469 positions for IVV that do not appear in our book for DGLO (96.6% of the fund), and 84 for DGLO that do not appear in IVV (63.0%).
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 DGLO | Weight in IVV | Difference |
|---|---|---|---|
| GDGeneral Dynamics Corp. | 2.91% | 0.14% | 2.77% |
| COPConocophillips Common Stock USD 0.01 | 2.22% | 0.25% | 1.97% |
| CSXCsx Corp. | 2.32% | 0.14% | 2.18% |
| EOGEog Resources Inc | 2.32% | 0.12% | 2.20% |
| PKGPackaging Corp. Of America | 2.22% | 0.03% | 2.19% |
| GEGeneral Electric Co. | 1.41% | 0.51% | 0.90% |
| PSXPhillips 66 | 1.48% | 0.16% | 1.32% |
| MPCMarathon Petroleum Corp | 1.43% | 0.17% | 1.26% |
| LMTLockheed Martin Corp | 1.31% | 0.16% | 1.15% |
| NOCNorthrop Grumman Corp. | 1.36% | 0.10% | 1.26% |
34.3% of DGLO 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DGLO or IVV?
DGLO has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option, by $67 a year on a $10,000 investment.
Which performed better, DGLO or IVV?
Over the past year DGLO returned +10.85% vs +15.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DGLO annualized +12.83% vs +19.35% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGLO or IVV?
DGLO and IVV have been equally volatile, both at 12.4% annualized. Worst drawdown: DGLO -10.5% vs IVV -8.9%.
Should I hold both DGLO and IVV?
DGLO and IVV have a monthly-return correlation of 0.32, 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 DGLO and IVV?
34.3% of DGLO's money is in holdings IVV also owns. 2.6% of IVV's is in holdings DGLO also owns. They hold 28 positions in common, counted across the 113 positions we hold weights for in DGLO and 505 in IVV.
Which pays a higher dividend, DGLO or IVV?
DGLO yields 0.58% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than DGLO?
IVV has a lower expense ratio. IVV led over 1Y and the full window. DGLO is less concentrated, with 21.7% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.