DIV vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricDIVIVVWinner
Expense Ratio0.45%0.03%
AUM$787M$865.2B
Dividend Yield6.69%1.09%
Holdings52508
YTD Return+15.38%+13.80%
1Y Return+19.68%+23.01%
3Y Return (annualized)+11.34%+21.77%
5Y Return (annualized)+6.20%+13.39%
Volatility (annualized)16.7%15.1%
Max Drawdown-62.5%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 11, 2013May 15, 2000

DIV vs IVV Performance

Global X SuperDividend US ETF (DIV) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DIV returned +19.68% while IVV returned +23.01%. Year to date, DIV is up 15.38% versus a gain of 13.80% for IVV.

Over three years, DIV compounded at +11.34% per year against +21.77% for IVV; over five years the annualized figures are +6.20% and +13.39% respectively. Across the full 13-year window we track, IVV has the edge at +7.04% annualized vs +0.64%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIV has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -62.5% for DIV 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DIV charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, DIV currently yields 6.69% against 1.09% for IVV.

Holdings Overlap

0.9%overlap

DIV and IVV share 4 holdings out of 534 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVWeight in IVVDifference
VZ2.02%0.28%1.74%
PFE2.02%0.22%1.80%
UPS2.03%0.13%1.90%
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Frequently Asked Questions

Which is cheaper, DIV or IVV?

DIV has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, DIV or IVV?

Over the past year DIV returned +19.68% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (13 years), DIV annualized +0.64% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, DIV or IVV?

DIV has been the more volatile fund at 16.7% annualized versus 15.1% for IVV. Worst drawdown: DIV -62.5% vs IVV -56.5%.

Should I hold both DIV and IVV?

DIV and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIV and IVV?

DIV and IVV share 4 common holdings with a 0.9% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, DIV or IVV?

DIV yields 6.69% while IVV yields 1.09%, so DIV currently pays the higher dividend yield.

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