DINE vs IVV
Simplify Tax Aware Diversified Income Strategy ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DINE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $3M | $865.2B | |
| Dividend Yield | 0.20% | 1.09% | |
| Holdings | 0 | 508 | |
| YTD Return | +0.82% | +13.72% | |
| 1Y Return | - | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.1% | -56.5% | |
| Fund Family | Simplify Exchange Traded Funds | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | May 4, 2026 | May 15, 2000 |
DINE vs IVV Performance
Simplify Tax Aware Diversified Income Strategy ETF (DINE) is a ETF from Simplify Exchange Traded Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DINE is up 0.82% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.1% for DINE 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
DINE charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, DINE currently yields 0.20% against 1.09% for IVV.
Frequently Asked Questions
Which is cheaper, DINE or IVV?
DINE has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which pays a higher dividend, DINE or IVV?
DINE yields 0.20% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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