DVQQ vs IVV
WEBs QQQ Defined Volatility ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DVQQ delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DVQQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 0.03% | 1.09% | |
| Holdings | 4 | 508 | |
| YTD Return | +17.85% | +14.50% | |
| 1Y Return | +24.37% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 23.6% | 15.1% | |
| Max Drawdown | -25.1% | -56.5% | |
| Fund Family | WEBs Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2024 | May 15, 2000 |
DVQQ vs IVV Performance
WEBs QQQ Defined Volatility ETF (DVQQ) 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 DVQQ returned +24.37% while IVV returned +22.02%. Year to date, DVQQ is up 17.85% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
DVQQ has been the more volatile fund, with annualized monthly volatility of 23.6% 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 -25.1% for DVQQ 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DVQQ charges 0.94% per year while IVV charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, DVQQ currently yields 0.03% against 1.09% for IVV.
Holdings Overlap
DVQQ 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, DVQQ or IVV?
DVQQ has an expense ratio of 0.94% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, DVQQ or IVV?
Over the past year DVQQ returned +24.37% vs +22.02% for IVV, so DVQQ leads on 1-year performance. Over the longest common window we track (2 years), DVQQ annualized +16.07% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, DVQQ or IVV?
DVQQ has been the more volatile fund at 23.6% annualized versus 15.1% for IVV. Worst drawdown: DVQQ -25.1% vs IVV -56.5%.
Should I hold both DVQQ and IVV?
DVQQ and IVV have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DVQQ and IVV?
DVQQ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVQQ or IVV?
DVQQ yields 0.03% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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