DVGR vs IVV
DAC 3D Dividend Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DVGR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $17M | $865.2B | |
| Dividend Yield | 0.62% | 1.09% | |
| Holdings | 38 | 508 | |
| YTD Return | +11.17% | +13.43% | |
| 1Y Return | - | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -8.2% | -56.5% | |
| Fund Family | Dividend Assets Capital, LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 4, 2025 | May 15, 2000 |
DVGR vs IVV Performance
DAC 3D Dividend Growth ETF (DVGR) is a ETF from Dividend Assets Capital, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DVGR is up 11.17% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.2% for DVGR 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
DVGR charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, DVGR currently yields 0.62% against 1.09% for IVV.
Holdings Overlap
DVGR and IVV share 1 holdings out of 505 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DVGR | Weight in IVV | Difference |
|---|---|---|---|
| AMGN | 3.16% | 0.31% | 2.85% |
Frequently Asked Questions
Which is cheaper, DVGR or IVV?
DVGR has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
What is the holdings overlap between DVGR and IVV?
DVGR and IVV share 1 common holdings with a 0.3% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, DVGR or IVV?
DVGR yields 0.62% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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