DIVN 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

MetricDIVNIVVWinner
Expense Ratio0.70%0.03%
AUM$201M$865.2B
Dividend Yield3.47%1.09%
Holdings129508
YTD Return+13.27%+13.80%
1Y Return+19.18%+23.01%
3Y Return (annualized)-+21.77%
5Y Return (annualized)-+13.39%
Volatility (annualized)9.2%15.1%
Max Drawdown-5.5%-56.5%
Fund FamilyHorizon FundsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 25, 2025May 15, 2000

DIVN vs IVV Performance

Horizon Dividend Income ETF (DIVN) is a ETF from Horizon Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DIVN returned +19.18% while IVV returned +23.01%. Year to date, DIVN is up 13.27% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.2% for DIVN. 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 -5.5% for DIVN 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIVN charges 0.70% per year while IVV charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, DIVN currently yields 3.47% against 1.09% for IVV.

Holdings Overlap

15.9%overlap

DIVN and IVV share 120 holdings out of 509 unique holdings combined, representing a 15.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVNWeight in IVVDifference
ABBV4.24%0.70%3.54%
PM4.16%0.45%3.71%
MRK3.98%0.48%3.50%
JNJProProPro
PGProProPro
QCOMProProPro
CVXProProPro
AMATProProPro
PGRProProPro
MCDProProPro
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Frequently Asked Questions

Which is cheaper, DIVN or IVV?

DIVN has an expense ratio of 0.70% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $67 per year of difference.

Which performed better, DIVN or IVV?

Over the past year DIVN returned +19.18% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DIVN annualized +18.83% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, DIVN or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 9.2% for DIVN. Worst drawdown: DIVN -5.5% vs IVV -56.5%.

Should I hold both DIVN and IVV?

DIVN and IVV have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIVN and IVV?

DIVN and IVV share 120 common holdings with a 15.9% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, DIVN or IVV?

DIVN yields 3.47% while IVV yields 1.09%, so DIVN currently pays the higher dividend yield.

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