DIHP vs IVV

DIHP vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. DIHP offers more diversification with 541 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: DIHP

Side-by-Side Comparison

MetricDIHPIVVWinner
Expense Ratio0.27%0.03%
AUM$6.6B$907.0B
Dividend Yield1.92%1.10%
Holdings541508
YTD Return+11.28%+12.28%
1Y Return+19.38%+20.94%
3Y Return (annualized)+16.51%+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)16.4%15.1%
Max Drawdown-24.9%-56.5%
Fund FamilyDimensionaliShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 23, 2022May 15, 2000

DIHP vs IVV Performance

Dimensional International High Profitability ETF (DIHP) 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 DIHP returned +19.38% while IVV returned +20.94%. Year to date, DIHP is up 11.28% versus a gain of 12.28% for IVV.

Over three years, DIHP compounded at +16.51% per year against +21.81% for IVV. Across the full 4-year window we track, DIHP has the edge at +10.27% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIHP has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -24.9% for DIHP 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DIHP charges 0.27% per year while IVV charges 0.03%. On a $10,000 position that is $27 vs $3 annually, a gap of $24 per year that compounds over a long holding period. On income, DIHP currently yields 1.92% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

DIHP and IVV share 0 holdings out of 989 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DIHP or IVV?

DIHP has an expense ratio of 0.27% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, DIHP or IVV?

Over the past year DIHP returned +19.38% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), DIHP annualized +10.27% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, DIHP or IVV?

DIHP has been the more volatile fund at 16.4% annualized versus 15.1% for IVV. Worst drawdown: DIHP -24.9% vs IVV -56.5%.

Should I hold both DIHP and IVV?

DIHP and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIHP and IVV?

DIHP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 989 unique securities.

Which pays a higher dividend, DIHP or IVV?

DIHP yields 1.92% while IVV yields 1.10%, so DIHP currently pays the higher dividend yield.

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