DOL vs IVV
WisdomTree True Developed International Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DOL delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DOL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.51% | 0.03% | |
| AUM | $855M | $907.0B | |
| Dividend Yield | 2.44% | 1.10% | |
| Holdings | 297 | 508 | |
| YTD Return | +16.08% | +12.96% | |
| 1Y Return | +26.32% | +20.70% | |
| 3Y Return (annualized) | +22.04% | +22.10% | |
| 5Y Return (annualized) | +12.77% | +13.40% | |
| Volatility (annualized) | 17.1% | 15.1% | |
| Max Drawdown | -63.9% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 15, 2000 |
DOL vs IVV Performance
WisdomTree True Developed International Fund (DOL) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DOL returned +26.32% while IVV returned +20.70%. Year to date, DOL is up 16.08% versus a gain of 12.96% for IVV.
Over three years, DOL compounded at +22.04% per year against +22.10% for IVV; over five years the annualized figures are +12.77% and +13.40% respectively. Across the full 20-year window we track, IVV has the edge at +7.01% annualized vs +3.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DOL has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.1% for IVV. 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 -63.9% for DOL 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DOL charges 0.51% per year while IVV charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, DOL currently yields 2.44% against 1.10% for IVV.
Holdings Overlap
DOL and IVV share 0 holdings out of 799 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, DOL or IVV?
DOL has an expense ratio of 0.51% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
Which performed better, DOL or IVV?
Over the past year DOL returned +26.32% vs +20.70% for IVV, so DOL leads on 1-year performance. Over the longest common window we track (20 years), DOL annualized +3.12% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, DOL or IVV?
DOL has been the more volatile fund at 17.1% annualized versus 15.1% for IVV. Worst drawdown: DOL -63.9% vs IVV -56.5%.
Should I hold both DOL and IVV?
DOL and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DOL and IVV?
DOL and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 799 unique securities.
Which pays a higher dividend, DOL or IVV?
DOL yields 2.44% while IVV yields 1.10%, so DOL currently pays the higher dividend yield.
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