DVIN vs IVV
WEBs Industrials XLI Defined Volatility ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DVIN delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DVIN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $311,216 | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 2 | 508 | |
| YTD Return | +18.00% | +13.72% | |
| 1Y Return | +29.76% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 23.7% | 15.1% | |
| Max Drawdown | -18.5% | -56.5% | |
| Fund Family | WEBs Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | May 15, 2000 |
DVIN vs IVV Performance
WEBs Industrials XLI Defined Volatility ETF (DVIN) is a ETF from WEBs Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DVIN returned +29.76% while IVV returned +21.64%. Year to date, DVIN is up 18.00% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
DVIN has been the more volatile fund, with annualized monthly volatility of 23.7% 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 -18.5% for DVIN 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVIN charges 0.89% per year while IVV charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, DVIN currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
DVIN and IVV share 0 holdings out of 506 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, DVIN or IVV?
DVIN has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, DVIN or IVV?
Over the past year DVIN returned +29.76% vs +21.64% for IVV, so DVIN leads on 1-year performance. Over the longest common window we track (1 years), DVIN annualized +24.76% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DVIN or IVV?
DVIN has been the more volatile fund at 23.7% annualized versus 15.1% for IVV. Worst drawdown: DVIN -18.5% vs IVV -56.5%.
Should I hold both DVIN and IVV?
DVIN and IVV have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVIN and IVV?
DVIN and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVIN or IVV?
DVIN yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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