DJIA vs IVV
Global X Dow 30 Covered Call ETF vs iShares Core S&P 500 ETF
Which is better, DJIA or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%.
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
| Metric | DJIA | IVV |
|---|---|---|
| Expense Ratio | 0.60% | 0.03%Best |
| AUM | $192M | $876.4B |
| Dividend Yield | 10.08% | 1.06% |
| Holdings | 34 | 508 |
| YTD Return | +7.23% | +12.27%Best |
| 1Y Return | +14.02% | +17.04%Best |
| 3Y Return (annualized) | +11.09% | +21.24%Best |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 9.5%Best | 15.7% |
| Max Drawdown | -16.9%Best | -22.1% |
| $10,000 over 4.6 years | $14,321 | $19,089Best |
| Top 10 Weight | 55.0% | 37.8%Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 23, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 17, 2026 (4.6 years).
DJIA 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 4.6 years both funds cover.
DJIA vs IVV Performance
Global X Dow 30 Covered Call ETF (DJIA) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DJIA returned +14.02% while IVV returned +17.04%. Year to date, DJIA is up 7.23% versus a gain of 12.27% for IVV.
Over three years, DJIA compounded at +11.09% per year against +21.24% 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 15.7% compared with 9.5% for DJIA. 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 -16.9% for DJIA and -22.1% 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJIA charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, DJIA currently yields 10.08% against 1.06% for IVV.
Holdings Overlap
99.8% of DJIA's money is in holdings IVV also owns. 39.1% of IVV's money is in holdings DJIA also owns.
Most of DJIA is already inside IVV. Owning both mostly buys the same companies twice.
29 positions in common, counted across the 30 positions we hold weights for in DJIA and 490 in IVV, against full books of 34 and 508.
What only one of them owns
Our book lists 453 positions for IVV that do not appear in our book for DJIA (59.6% of the fund), and 1 for DJIA that do not appear in IVV (0.4%).
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
| Stock | Weight in DJIA | Weight in IVV | Difference |
|---|---|---|---|
| GSGoldman Sachs Group Inc/The | 11.32% | 0.46% | 10.86% |
| MSFTMicrosoft Corp | 5.66% | 5.69% | 0.03% |
| AAPLApple, Inc | 3.67% | 7.02% | 3.35% |
| NVDANvidia Corp | 2.46% | 8.07% | 5.61% |
| CATCaterpillar, Inc. | 8.80% | 0.55% | 8.25% |
| GOOGLAlphabet Inc,class A | 3.78% | 3.00% | 0.78% |
| AMZNAmazon.Com Inc | 2.88% | 3.84% | 0.96% |
| JPMJpmorgan Chase | 4.01% | 1.44% | 2.57% |
| AMGNAmgen Inc. | 4.95% | 0.35% | 4.60% |
| VVisa Inc Class A | 4.21% | 0.95% | 3.26% |
99.8% of DJIA 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DJIA or IVV?
DJIA has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, DJIA or IVV?
Over the past year DJIA returned +14.02% vs +17.04% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DJIA or IVV?
IVV has been the more volatile fund at 15.7% annualized versus 9.5% for DJIA. Worst drawdown: DJIA -16.9% vs IVV -22.1%.
Should I hold both DJIA and IVV?
DJIA and IVV have a monthly-return correlation of 0.79, 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 DJIA and IVV?
99.8% of DJIA's money is in holdings IVV also owns. 39.1% of IVV's is in holdings DJIA also owns. They hold 29 positions in common, counted across the 30 positions we hold weights for in DJIA and 490 in IVV.
Which pays a higher dividend, DJIA or IVV?
DJIA yields 10.08% while IVV yields 1.06%, so DJIA currently pays the higher dividend yield.
Is IVV better than DJIA?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 55.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.