DTEC vs IVV
ALPS Disruptive Technologies 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 | DTEC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $78M | $907.0B | |
| Dividend Yield | 0.04% | 1.10% | |
| Holdings | 99 | 508 | |
| YTD Return | +10.26% | +14.29% | |
| 1Y Return | +9.09% | +21.79% | |
| 3Y Return (annualized) | +12.95% | +22.19% | |
| 5Y Return (annualized) | +1.83% | +13.28% | |
| Volatility (annualized) | 21.0% | 15.1% | |
| Max Drawdown | -42.0% | -56.5% | |
| Fund Family | ALPS Advisors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 28, 2017 | May 15, 2000 |
DTEC vs IVV Performance
ALPS Disruptive Technologies ETF (DTEC) is a ETF from ALPS Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DTEC returned +9.09% while IVV returned +21.79%. Year to date, DTEC is up 10.26% versus a gain of 14.29% for IVV.
Over three years, DTEC compounded at +12.95% per year against +22.19% for IVV; over five years the annualized figures are +1.83% and +13.28% respectively. Across the full 9-year window we track, DTEC has the edge at +9.37% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DTEC has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -42.0% for DTEC 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DTEC charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DTEC currently yields 0.04% against 1.10% for IVV.
Holdings Overlap
DTEC and IVV share 39 holdings out of 564 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DTEC or IVV?
DTEC has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, DTEC or IVV?
Over the past year DTEC returned +9.09% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (9 years), DTEC annualized +9.37% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, DTEC or IVV?
DTEC has been the more volatile fund at 21.0% annualized versus 15.1% for IVV. Worst drawdown: DTEC -42.0% vs IVV -56.5%.
Should I hold both DTEC and IVV?
DTEC and IVV have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DTEC and IVV?
DTEC and IVV share 39 common holdings with a 6.5% weight overlap. Combined, they hold 564 unique securities.
Which pays a higher dividend, DTEC or IVV?
DTEC yields 0.04% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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