DIVI vs IVV
Franklin International Core Dividend Tilt Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DIVI delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DIVI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.03% | |
| AUM | $2.8B | $907.0B | |
| Dividend Yield | 3.55% | 1.10% | |
| Holdings | 421 | 508 | |
| YTD Return | +14.48% | +12.28% | |
| 1Y Return | +23.92% | +20.94% | |
| 3Y Return (annualized) | +20.55% | +21.81% | |
| 5Y Return (annualized) | +13.93% | +13.05% | |
| Volatility (annualized) | 13.5% | 15.1% | |
| Max Drawdown | -27.8% | -56.5% | |
| Fund Family | Franklin Templeton Investments (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 1, 2016 | May 15, 2000 |
DIVI vs IVV Performance
Franklin International Core Dividend Tilt Index ETF (DIVI) is a ETF from Franklin Templeton Investments (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DIVI returned +23.92% while IVV returned +20.94%. Year to date, DIVI is up 14.48% versus a gain of 12.28% for IVV.
Over three years, DIVI compounded at +20.55% per year against +21.81% for IVV; over five years the annualized figures are +13.93% and +13.05% respectively. Across the full 10-year window we track, DIVI has the edge at +7.82% annualized vs +6.98%. 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 13.5% for DIVI. 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 -27.8% for DIVI 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DIVI charges 0.09% per year while IVV charges 0.03%. On a $10,000 position that is $9 vs $3 annually, a gap of $6 per year that compounds over a long holding period. On income, DIVI currently yields 3.55% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, DIVI or IVV?
DIVI has an expense ratio of 0.09% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
Which performed better, DIVI or IVV?
Over the past year DIVI returned +23.92% vs +20.94% for IVV, so DIVI leads on 1-year performance. Over the longest common window we track (10 years), DIVI annualized +7.82% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DIVI or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.5% for DIVI. Worst drawdown: DIVI -27.8% vs IVV -56.5%.
Should I hold both DIVI and IVV?
DIVI and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DIVI and IVV?
DIVI and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 912 unique securities.
Which pays a higher dividend, DIVI or IVV?
DIVI yields 3.55% while IVV yields 1.10%, so DIVI currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.