DGLO vs IVV
First Trust RBA Deglobalization ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DGLO | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $4M | $886.7B | |
| Dividend Yield | 0.57% | 1.10% | |
| Holdings | 228 | 508 | |
| YTD Return | +14.79% | +12.64% | |
| 1Y Return | +16.55% | +20.92% | |
| 3Y Return (annualized) | - | +21.07% | |
| 5Y Return (annualized) | - | +12.62% | |
| Volatility (annualized) | 10.8% | 15.1% | |
| Max Drawdown | -7.7% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 6, 2025 | May 15, 2000 |
DGLO vs IVV Performance
First Trust RBA Deglobalization ETF (DGLO) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DGLO returned +16.55% while IVV returned +20.92%. Year to date, DGLO is up 14.79% versus a gain of 12.64% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.8% for DGLO. 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 -7.7% for DGLO 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.57% against 1.10% for IVV.
Holdings Overlap
DGLO and IVV share 28 holdings out of 590 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $67 per year of difference.
Which performed better, DGLO or IVV?
Over the past year DGLO returned +16.55% vs +20.92% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DGLO annualized +18.87% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DGLO or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.8% for DGLO. Worst drawdown: DGLO -7.7% vs IVV -56.5%.
Should I hold both DGLO and IVV?
DGLO and IVV have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DGLO and IVV?
DGLO and IVV share 28 common holdings with a 2.7% weight overlap. Combined, they hold 590 unique securities.
Which pays a higher dividend, DGLO or IVV?
DGLO yields 0.57% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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