DVXB vs IVV
WEBs Materials XLB Defined Volatility ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DVXB delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DVXB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $143,377 | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 4 | 508 | |
| YTD Return | +18.09% | +12.28% | |
| 1Y Return | +25.76% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 28.8% | 15.1% | |
| Max Drawdown | -19.8% | -56.5% | |
| Fund Family | WEBs Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | May 15, 2000 |
DVXB vs IVV Performance
WEBs Materials XLB Defined Volatility ETF (DVXB) 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 DVXB returned +25.76% while IVV returned +20.94%. Year to date, DVXB is up 18.09% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
DVXB has been the more volatile fund, with annualized monthly volatility of 28.8% 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 -19.8% for DVXB 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 0.10. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% for IVV.
Holdings Overlap
DVXB 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, DVXB or IVV?
DVXB 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, DVXB or IVV?
Over the past year DVXB returned +25.76% vs +20.94% for IVV, so DVXB leads on 1-year performance. Over the longest common window we track (1 years), DVXB annualized +18.37% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DVXB or IVV?
DVXB has been the more volatile fund at 28.8% annualized versus 15.1% for IVV. Worst drawdown: DVXB -19.8% vs IVV -56.5%.
Should I hold both DVXB and IVV?
DVXB and IVV have a monthly-return correlation of 0.10, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXB and IVV?
DVXB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVXB or IVV?
DVXB yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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