DUKH vs IVV
Ocean Park High Income 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 505 holdings.
Side-by-Side Comparison
| Metric | DUKH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.07% | 0.03% | |
| AUM | $24M | $865.2B | |
| Dividend Yield | 5.64% | 1.09% | |
| Holdings | 8 | 508 | |
| YTD Return | -0.35% | +13.43% | |
| 1Y Return | +2.64% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 4.1% | 15.1% | |
| Max Drawdown | -5.7% | -56.5% | |
| Fund Family | Ocean Park Asset Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 10, 2024 | May 15, 2000 |
DUKH vs IVV Performance
Ocean Park High Income ETF (DUKH) is a ETF from Ocean Park Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DUKH returned +2.64% while IVV returned +22.61%. Year to date, DUKH is down 0.35% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.1% for DUKH. 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 -5.7% for DUKH 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUKH charges 1.07% per year while IVV charges 0.03%. On a $10,000 position that is $107 vs $3 annually, a gap of $104 per year that compounds over a long holding period. On income, DUKH currently yields 5.64% against 1.09% for IVV.
Holdings Overlap
DUKH and IVV share 0 holdings out of 511 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, DUKH or IVV?
DUKH has an expense ratio of 1.07% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, DUKH or IVV?
Over the past year DUKH returned +2.64% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +2.91% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, DUKH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 4.1% for DUKH. Worst drawdown: DUKH -5.7% vs IVV -56.5%.
Should I hold both DUKH and IVV?
DUKH and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKH and IVV?
DUKH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, DUKH or IVV?
DUKH yields 5.64% while IVV yields 1.09%, so DUKH currently pays the higher dividend yield.
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