DJIA vs IVV
Global X Dow 30 Covered Call ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DJIA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $192M | $907.0B | |
| Dividend Yield | 10.51% | 1.10% | |
| Holdings | 34 | 508 | |
| YTD Return | +8.72% | +12.71% | |
| 1Y Return | +17.32% | +21.89% | |
| 3Y Return (annualized) | +11.86% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 9.5% | 15.1% | |
| Max Drawdown | -16.9% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2022 | May 15, 2000 |
DJIA vs IVV Performance
Global X Dow 30 Covered Call ETF (DJIA) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DJIA returned +17.32% while IVV returned +21.89%. Year to date, DJIA is up 8.72% versus a gain of 12.71% for IVV.
Over three years, DJIA compounded at +11.86% per year against +22.08% for IVV. Across the full 5-year window we track, DJIA has the edge at +8.59% annualized vs +7.00%. 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 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 -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 0.79. 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 10.51% against 1.10% for IVV.
Holdings Overlap
DJIA and IVV share 19 holdings out of 509 unique holdings combined, representing a 14.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $57 per year of difference.
Which performed better, DJIA or IVV?
Over the past year DJIA returned +17.32% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), DJIA annualized +8.59% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, DJIA or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 9.5% for DJIA. Worst drawdown: DJIA -16.9% vs IVV -56.5%.
Should I hold both DJIA and IVV?
DJIA and IVV have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJIA and IVV?
DJIA and IVV share 19 common holdings with a 14.8% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, DJIA or IVV?
DJIA yields 10.51% while IVV yields 1.10%, so DJIA currently pays the higher dividend yield.
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