DVRE vs IVV
WEBs Real Estate XLRE Defined Volatility 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 | DVRE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $257,501 | $865.2B | |
| Dividend Yield | 0.89% | 1.09% | |
| Holdings | 4 | 508 | |
| YTD Return | +10.74% | +13.80% | |
| 1Y Return | +6.22% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 23.0% | 15.1% | |
| Max Drawdown | -15.9% | -56.5% | |
| Fund Family | WEBs Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | May 15, 2000 |
DVRE vs IVV Performance
WEBs Real Estate XLRE Defined Volatility ETF (DVRE) 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 DVRE returned +6.22% while IVV returned +23.01%. Year to date, DVRE is up 10.74% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
DVRE has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -15.9% for DVRE 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVRE 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, DVRE currently yields 0.89% against 1.09% for IVV.
Holdings Overlap
DVRE 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, DVRE or IVV?
DVRE 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, DVRE or IVV?
Over the past year DVRE returned +6.22% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DVRE annualized -1.90% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DVRE or IVV?
DVRE has been the more volatile fund at 23.0% annualized versus 15.1% for IVV. Worst drawdown: DVRE -15.9% vs IVV -56.5%.
Should I hold both DVRE and IVV?
DVRE and IVV have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVRE and IVV?
DVRE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVRE or IVV?
DVRE yields 0.89% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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