DVXE vs IVV
WEBs Energy XLE Defined Volatility ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DVXE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DVXE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $587,553 | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 4 | 508 | |
| YTD Return | +49.88% | +13.72% | |
| 1Y Return | +76.53% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 32.7% | 15.1% | |
| Max Drawdown | -21.8% | -56.5% | |
| Fund Family | WEBs Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | May 15, 2000 |
DVXE vs IVV Performance
WEBs Energy XLE Defined Volatility ETF (DVXE) 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 DVXE returned +76.53% while IVV returned +21.64%. Year to date, DVXE is up 49.88% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
DVXE has been the more volatile fund, with annualized monthly volatility of 32.7% 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 -21.8% for DVXE 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 -0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DVXE 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, DVXE currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
DVXE 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, DVXE or IVV?
DVXE 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, DVXE or IVV?
Over the past year DVXE returned +76.53% vs +21.64% for IVV, so DVXE leads on 1-year performance. Over the longest common window we track (1 years), DVXE annualized +64.23% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DVXE or IVV?
DVXE has been the more volatile fund at 32.7% annualized versus 15.1% for IVV. Worst drawdown: DVXE -21.8% vs IVV -56.5%.
Should I hold both DVXE and IVV?
DVXE and IVV have a monthly-return correlation of -0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DVXE and IVV?
DVXE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, DVXE or IVV?
DVXE yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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