DVYA vs IVV

DVYA vs IVV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. DVYA delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: DVYAMore Diversified: IVV

Side-by-Side Comparison

MetricDVYAIVVWinner
Expense Ratio0.49%0.03%
AUM$72M$907.0B
Dividend Yield4.31%1.10%
Holdings68508
YTD Return+18.42%+13.22%
1Y Return+31.46%+21.62%
3Y Return (annualized)+23.68%+22.17%
5Y Return (annualized)+12.44%+13.42%
Volatility (annualized)17.4%15.1%
Max Drawdown-59.6%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 23, 2012May 15, 2000

DVYA vs IVV Performance

iShares Asia/Pacific Dividend ETF (DVYA) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DVYA returned +31.46% while IVV returned +21.62%. Year to date, DVYA is up 18.42% versus a gain of 13.22% for IVV.

Over three years, DVYA compounded at +23.68% per year against +22.17% for IVV; over five years the annualized figures are +12.44% and +13.42% respectively. Across the full 15-year window we track, IVV has the edge at +7.02% annualized vs +2.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DVYA has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -59.6% for DVYA 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVYA charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, DVYA currently yields 4.31% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

DVYA and IVV share 1 holdings out of 555 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DVYAWeight in IVVDifference
XTSLA0.04%0.15%0.11%

Frequently Asked Questions

Which is cheaper, DVYA or IVV?

DVYA has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, DVYA or IVV?

Over the past year DVYA returned +31.46% vs +21.62% for IVV, so DVYA leads on 1-year performance. Over the longest common window we track (15 years), DVYA annualized +2.28% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, DVYA or IVV?

DVYA has been the more volatile fund at 17.4% annualized versus 15.1% for IVV. Worst drawdown: DVYA -59.6% vs IVV -56.5%.

Should I hold both DVYA and IVV?

DVYA and IVV have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVYA and IVV?

DVYA and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 555 unique securities.

Which pays a higher dividend, DVYA or IVV?

DVYA yields 4.31% while IVV yields 1.10%, so DVYA currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free