DIVN vs IVV

DIVN vs IVV

Which is better, DIVN or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window. DIVN is less concentrated, with 36.3% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: DIVN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDIVNIVV
Expense Ratio0.70%0.03%Best
AUM$308M$876.4B
Dividend Yield3.64%1.06%
Holdings127508
YTD Return+12.94%Best+12.39%
1Y Return+15.62%+16.61%Best
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)9.2%Best12.0%
Max Drawdown-5.5%Best-8.9%
$10,000 over 1.2 years$12,047$12,558Best
Top 10 Weight36.3%Best37.8%
Fund FamilyHorizon FundsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJun 25, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 18, 2026 (1.2 years).

DIVN vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.

DIVN vs IVV Performance

Horizon Dividend Income ETF (DIVN) is an ETF from Horizon Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DIVN returned +15.62% while IVV returned +16.61%. Year to date, DIVN is up 12.94% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 12.0% 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 -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.21. They move largely independently of each other.

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 3.64% against 1.06% for IVV.

Holdings Overlap

DIVN already in IVV98.6%
IVV already in DIVN12.1%

98.6% of DIVN's money is in holdings IVV also owns. 12.1% of IVV's money is in holdings DIVN also owns.

Most of DIVN is already inside IVV. Owning both mostly buys the same companies twice.

95 positions in common, counted across the 100 positions we hold weights for in DIVN and 490 in IVV, against full books of 127 and 508.

What only one of them owns

Our book lists 389 positions for IVV that do not appear in our book for DIVN (86.6% of the fund), and 5 for DIVN that do not appear in IVV (1.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DIVNWeight in IVVDifference
CVXChevron Corp5.07%0.58%4.49%
PMPhilip Morris International Inc.4.99%0.44%4.55%
PGProcter & Gamble Company4.58%0.51%4.07%
ABBVAbbvie Inc.4.22%0.68%3.54%
MCDMcdonald'S Corp3.55%0.28%3.27%
QCOMQualcomm Inc.3.17%0.27%2.90%
AMGNAmgen Inc.2.87%0.35%2.52%
COPConocophillips Common Stock USD 0.012.79%0.24%2.55%
MRKMerck & Company Inc2.36%0.55%1.81%
VZVerizon Communic2.53%0.32%2.21%

98.6% of DIVN is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DIVNIVV

Free for up to 10 holdings. No account needed.

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, by $67 a year on a $10,000 investment.

Which performed better, DIVN or IVV?

Over the past year DIVN returned +15.62% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DIVN annualized +16.79% vs +20.90% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVN or IVV?

IVV has been the more volatile fund at 12.0% annualized versus 9.2% for DIVN. Worst drawdown: DIVN -5.5% vs IVV -8.9%.

Should I hold both DIVN and IVV?

DIVN and IVV have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DIVN and IVV?

98.6% of DIVN's money is in holdings IVV also owns. 12.1% of IVV's is in holdings DIVN also owns. They hold 95 positions in common, counted across the 100 positions we hold weights for in DIVN and 490 in IVV.

Which pays a higher dividend, DIVN or IVV?

DIVN yields 3.64% while IVV yields 1.06%, so DIVN currently pays the higher dividend yield.

Is IVV better than DIVN?

IVV has a lower expense ratio. IVV led over 1Y and the full window. DIVN is less concentrated, with 36.3% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.