DLAG vs IVV

DLAG vs IVV

Which is better, DLAG or IVV?

Option Writing against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: IVVHigher Returns (1Y): IVV

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

MetricDLAGIVV
Expense Ratio0.85%0.03%Best
AUM$13M$876.4B
Dividend Yield0.00%1.06%
Holdings12508
YTD Return+7.56%+12.39%Best
1Y Return+9.83%+16.61%Best
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)5.8%Best13.3%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionSep 19, 2025May 15, 2000

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

DLAG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DLAG vs IVV Performance

FT Vest US Equity Dual Directional Buffer ETF - August (DLAG) is an ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DLAG returned +9.83% while IVV returned +16.61%. Year to date, DLAG is up 7.56% 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 13.3% compared with 5.8% for DLAG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DLAG charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, DLAG currently yields 0.00% against 1.06% for IVV.

You are not choosing between two funds in isolation.

Whichever of DLAG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DLAGIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DLAG or IVV?

DLAG has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, DLAG or IVV?

Over the past year DLAG returned +9.83% vs +16.61% 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, DLAG or IVV?

IVV has been the more volatile fund at 13.3% annualized versus 5.8% for DLAG.

Should I hold both DLAG and IVV?

DLAG and IVV have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DLAG or IVV?

DLAG yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than DLAG?

IVV has a lower expense ratio. IVV led over 1Y. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.