DMAY 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

MetricDMAYIVVWinner
Expense Ratio0.85%0.03%
AUM$372M$865.2B
Dividend Yield0.00%1.09%
Holdings5508
YTD Return+6.00%+13.80%
1Y Return+10.40%+23.01%
3Y Return (annualized)+11.79%+21.77%
5Y Return (annualized)+7.16%+13.39%
Volatility (annualized)7.2%15.1%
Max Drawdown-13.9%-56.5%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryAlternativeEquity
InceptionMay 15, 2020May 15, 2000

DMAY vs IVV Performance

FT Vest US Equity Deep Buffer ETF - May (DMAY) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DMAY returned +10.40% while IVV returned +23.01%. Year to date, DMAY is up 6.00% versus a gain of 13.80% for IVV.

Over three years, DMAY compounded at +11.79% per year against +21.77% for IVV; over five years the annualized figures are +7.16% and +13.39% respectively. Across the full 6-year window we track, DMAY has the edge at +7.39% annualized vs +7.04%. 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 7.2% for DMAY. 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 -13.9% for DMAY 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMAY 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, DMAY currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

DMAY and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, DMAY or IVV?

DMAY has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, DMAY or IVV?

Over the past year DMAY returned +10.40% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), DMAY annualized +7.39% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, DMAY or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 7.2% for DMAY. Worst drawdown: DMAY -13.9% vs IVV -56.5%.

Should I hold both DMAY and IVV?

DMAY and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DMAY and IVV?

DMAY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, DMAY or IVV?

DMAY yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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