DUTY vs IVV

DUTY vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricDUTYIVVWinner
Expense Ratio0.45%0.03%
AUM$3M$907.0B
Dividend Yield0.00%1.10%
Holdings52508
YTD Return+10.07%+12.71%
1Y Return-+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)-15.1%
Max Drawdown-13.4%-56.5%
Fund FamilyAura ETFs Inc.iShares by BlackRock (US)
CategoryEquityEquity
InceptionApr 8, 2026May 15, 2000

DUTY vs IVV Performance

US Defense ETF (DUTY) is a ETF from Aura ETFs Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DUTY is up 10.07% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.4% for DUTY and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 1.10% for IVV.

Holdings Overlap

2.0%overlap

DUTY and IVV share 12 holdings out of 544 unique holdings combined, representing a 2.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DUTYWeight in IVVDifference
PLTR8.01%0.47%7.54%
LMT7.68%0.16%7.52%
GD7.60%0.14%7.46%
NOCProProPro
LHXProProPro
PANWProProPro
CRWDProProPro
FTNTProProPro
TDYProProPro
LDOSProProPro
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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. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between DUTY and IVV?

DUTY and IVV share 12 common holdings with a 2.0% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, DUTY or IVV?

DUTY yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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