DUTY vs IVV

DUTY vs IVV

Which is better, DUTY or IVV?

IVV costs less.

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.3%.

Lower Fees: IVVLess Concentrated: 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

MetricDUTYIVV
Expense Ratio0.45%0.03%Best
AUM$3M$876.4B
Dividend Yield0.00%1.06%
Holdings52508
YTD Return+3.29%+11.57%Best
1Y Return-+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Top 10 Weight59.3%37.9%Best
Fund FamilyAura ETFs Inc.iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 8, 2026May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

DUTY 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.

DUTY vs IVV Performance

US Defense ETF (DUTY) is an ETF from Aura ETFs Inc. and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, DUTY is up 3.29% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

DUTY charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, DUTY currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

DUTY already in IVV63.3%
IVV already in DUTY2.1%

63.3% of DUTY's money is in holdings IVV also owns. 2.1% of IVV's money is in holdings DUTY also owns.

The two portfolios partly overlap.

12 positions in common, counted across the 51 positions we hold weights for in DUTY and 505 in IVV, against full books of 52 and 508.

What only one of them owns

Our book lists 483 positions for IVV that do not appear in our book for DUTY (97.3% of the fund), and 35 for DUTY that do not appear in IVV (33.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DUTYWeight in IVVDifference
PLTRPalantir Technologies Inc8.01%0.55%7.46%
LMTLockheed Martin Corp7.68%0.18%7.50%
GDGeneral Dynamics Corp.7.60%0.15%7.45%
NOCNorthrop Grumman Corp.6.75%0.11%6.64%
LHXL3Harris Technologies Inc.6.14%0.08%6.06%
PANWPalo Alto Networks Inc.5.06%0.44%4.62%
CRWDCrowdstrike Holdings Inc. Class A4.74%0.32%4.42%
FTNTFortinet Inc.4.65%0.15%4.50%
TDYTeledyne Technologies Inc4.08%0.05%4.03%
LDOSLeidos Holdings, Inc3.32%0.02%3.30%

63.3% of DUTY is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DUTYIVV

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Frequently Asked Questions

Which is cheaper, DUTY or IVV?

DUTY has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option, by $42 a year on a $10,000 investment.

What is the holdings overlap between DUTY and IVV?

63.3% of DUTY's money is in holdings IVV also owns. 2.1% of IVV's is in holdings DUTY also owns. They hold 12 positions in common, counted across the 51 positions we hold weights for in DUTY and 505 in IVV.

Which pays a higher dividend, DUTY or IVV?

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

Is IVV better than DUTY?

IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.