DVQQ vs IVV
WEBs QQQ Defined Volatility ETF vs iShares Core S&P 500 ETF
Which is better, DVQQ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. DVQQ led over 1Y, IVV over the full window. The two have moved almost in lockstep, correlation 0.92.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DVQQ | IVV |
|---|---|---|
| Expense Ratio | 0.94% | 0.03%Best |
| AUM | $2M | $886.7B |
| Dividend Yield | 0.03% | 1.10% |
| Holdings | 4 | 508 |
| YTD Return | +16.20%Best | +12.70% |
| 1Y Return | +23.53%Best | +19.36% |
| 3Y Return (annualized) | - | +21.16% |
| 5Y Return (annualized) | - | +12.75% |
| Volatility (annualized) | 22.8% | 12.6%Best |
| Max Drawdown | -25.1% | -18.8%Best |
| $10,000 over 1.7 years | $12,573 | $12,896Best |
| Fund Family | WEBs Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 16, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 17, 2024 to Sep 8, 2026 (1.7 years).
DVQQ vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
DVQQ vs IVV Performance
WEBs QQQ Defined Volatility ETF (DVQQ) is an ETF from WEBs Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DVQQ returned +23.53% while IVV returned +19.36%. Year to date, DVQQ is up 16.20% versus a gain of 12.70% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DVQQ has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 12.6% 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 -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.10% for IVV.
Holdings Overlap
We hold position weights for 1 holding in DVQQ and 504 in IVV, totalling 48.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in DVQQ and 504 in IVV, against full books of 4 and 508.
You are not choosing between two funds in isolation.
Whichever of DVQQ and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $91 a year on a $10,000 investment.
Which performed better, DVQQ or IVV?
Over the past year DVQQ returned +23.53% vs +19.36% for IVV, so DVQQ leads on 1-year performance. Over the longest common window we track (2 years), DVQQ annualized +14.42% vs +16.14% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DVQQ or IVV?
DVQQ has been the more volatile fund at 22.8% annualized versus 12.6% for IVV. Worst drawdown: DVQQ -25.1% vs IVV -18.8%.
Should I hold both DVQQ and IVV?
DVQQ and IVV have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DVQQ or IVV?
DVQQ yields 0.03% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than DVQQ?
IVV has a lower expense ratio. DVQQ led over 1Y, IVV over the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.