DVXP vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricDVXPIVVWinner
Expense Ratio0.89%0.03%
AUM$258,992$865.2B
Dividend Yield0.17%1.09%
Holdings4508
YTD Return+14.66%+13.43%
1Y Return+1.41%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)22.6%15.1%
Max Drawdown-16.4%-56.5%
Fund FamilyWEBs InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 22, 2025May 15, 2000

DVXP vs IVV Performance

WEBs Consumer Staples XLP Defined Volatility ETF (DVXP) 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 DVXP returned +1.41% while IVV returned +22.61%. Year to date, DVXP is up 14.66% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

DVXP has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -16.4% for DVXP 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVXP 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, DVXP currently yields 0.17% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

DVXP 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, DVXP or IVV?

DVXP 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, DVXP or IVV?

Over the past year DVXP returned +1.41% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DVXP annualized +2.67% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, DVXP or IVV?

DVXP has been the more volatile fund at 22.6% annualized versus 15.1% for IVV. Worst drawdown: DVXP -16.4% vs IVV -56.5%.

Should I hold both DVXP and IVV?

DVXP and IVV have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVXP and IVV?

DVXP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, DVXP or IVV?

DVXP yields 0.17% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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