DIVD vs IVV
Altrius Global Dividend ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DIVD delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DIVD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $22M | $907.0B | |
| Dividend Yield | 3.08% | 1.10% | |
| Holdings | 65 | 508 | |
| YTD Return | +18.03% | +12.96% | |
| 1Y Return | +27.18% | +20.70% | |
| 3Y Return (annualized) | +18.37% | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 13.6% | 15.1% | |
| Max Drawdown | -13.9% | -56.5% | |
| Fund Family | Altrius Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2022 | May 15, 2000 |
DIVD vs IVV Performance
Altrius Global Dividend ETF (DIVD) is a ETF from Altrius Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DIVD returned +27.18% while IVV returned +20.70%. Year to date, DIVD is up 18.03% versus a gain of 12.96% for IVV.
Over three years, DIVD compounded at +18.37% per year against +22.10% for IVV. Across the full 4-year window we track, DIVD has the edge at +20.83% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.6% for DIVD. 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 -13.9% for DIVD 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DIVD charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, DIVD currently yields 3.08% against 1.10% for IVV.
Holdings Overlap
DIVD and IVV share 5 holdings out of 507 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DIVD or IVV?
DIVD has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, DIVD or IVV?
Over the past year DIVD returned +27.18% vs +20.70% for IVV, so DIVD leads on 1-year performance. Over the longest common window we track (4 years), DIVD annualized +20.83% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, DIVD or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.6% for DIVD. Worst drawdown: DIVD -13.9% vs IVV -56.5%.
Should I hold both DIVD and IVV?
DIVD and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DIVD and IVV?
DIVD and IVV share 5 common holdings with a 1.3% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, DIVD or IVV?
DIVD yields 3.08% while IVV yields 1.10%, so DIVD currently pays the higher dividend yield.
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