DVXB vs IVV

DVXB vs IVV

Which is better, DVXB or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricDVXBIVV
Expense Ratio0.89%0.03%Best
AUM$101,879$876.4B
Dividend Yield0.00%1.06%
Holdings4508
Volatility (annualized)38.8%12.7%Best
Max Drawdown-34.7%-8.9%Best
$10,000 over 1.1 years$8,479$12,238Best
Fund FamilyWEBs InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 22, 2025May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 23 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DVXB has data through Aug 26, 2026 and IVV through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Aug 26, 2026 (1.1 years).

Risk: Volatility and Drawdowns

DVXB has been the more volatile fund, with annualized monthly volatility of 38.8% compared with 12.7% 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 -34.7% for DVXB and -8.9% 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 0.01. They move largely independently of each other.

Fees and Cost Over Time

DVXB 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, DVXB currently yields 0.00% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in DVXB and 490 in IVV, totalling 49.4% and 99.3% 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 DVXB and 490 in IVV, against full books of 4 and 508.

You are not choosing between two funds in isolation.

Whichever of DVXB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DVXBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DVXB or IVV?

DVXB has an expense ratio of 0.89% while IVV charges 0.03%. IVV is the cheaper option, by $86 a year on a $10,000 investment.

Which is riskier, DVXB or IVV?

DVXB has been the more volatile fund at 38.8% annualized versus 12.7% for IVV. Worst drawdown: DVXB -34.7% vs IVV -8.9%.

Should I hold both DVXB and IVV?

DVXB and IVV have a monthly-return correlation of 0.01, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DVXB or IVV?

DVXB yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than DVXB?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.