DVND vs IVV
Touchstone Dividend Select 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 | DVND | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $54M | $865.2B | |
| Dividend Yield | 1.80% | 1.09% | |
| Holdings | 57 | 508 | |
| YTD Return | +13.99% | +13.72% | |
| 1Y Return | +19.81% | +21.64% | |
| 3Y Return (annualized) | +16.37% | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 13.3% | 15.1% | |
| Max Drawdown | -14.8% | -56.5% | |
| Fund Family | Touchstone Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 2, 2022 | May 15, 2000 |
DVND vs IVV Performance
Touchstone Dividend Select ETF (DVND) is a ETF from Touchstone Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DVND returned +19.81% while IVV returned +21.64%. Year to date, DVND is up 13.99% versus a gain of 13.72% for IVV.
Over three years, DVND compounded at +16.37% per year against +21.55% for IVV. Across the full 4-year window we track, DVND has the edge at +14.36% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.3% for DVND. 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 -14.8% for DVND 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DVND charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DVND currently yields 1.80% against 1.09% for IVV.
Holdings Overlap
DVND and IVV share 55 holdings out of 506 unique holdings combined, representing a 31.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DVND or IVV?
DVND has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, DVND or IVV?
Over the past year DVND returned +19.81% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), DVND annualized +14.36% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DVND or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.3% for DVND. Worst drawdown: DVND -14.8% vs IVV -56.5%.
Should I hold both DVND and IVV?
DVND and IVV have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVND and IVV?
DVND and IVV share 55 common holdings with a 31.8% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVND or IVV?
DVND yields 1.80% while IVV yields 1.09%, so DVND currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.