DYNB vs IVV

DYNB vs IVV

Which is better, DYNB or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y.

Lower Fees: IVVHigher Returns (1Y): 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

MetricDYNBIVV
Expense Ratio0.60%0.03%Best
AUM$64M$876.4B
Dividend Yield4.07%1.06%
Holdings187508
YTD Return-0.79%+14.14%Best
1Y Return-0.28%+17.30%Best
3Y Return (annualized)-+23.04%
5Y Return (annualized)-+13.63%
Volatility (annualized)2.8%Best13.2%
Fund FamilyHartford FundsiShares by BlackRock (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionSep 23, 2025May 15, 2000

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

DYNB vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DYNB vs IVV Performance

Hartford Dynamic Bond ETF (DYNB) is an ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DYNB returned -0.28% while IVV returned +17.30%. Year to date, DYNB is down 0.79% versus a gain of 14.14% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 2.8% for DYNB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DYNB charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, DYNB currently yields 4.07% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 49 holdings in DYNB and 490 in IVV, totalling 25.7% 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 49 positions we hold weights for in DYNB and 490 in IVV, against full books of 187 and 508.

You are not choosing between two funds in isolation.

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

DYNBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DYNB or IVV?

DYNB has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option, by $57 a year on a $10,000 investment.

Which performed better, DYNB or IVV?

Over the past year DYNB returned -0.28% vs +17.30% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYNB or IVV?

IVV has been the more volatile fund at 13.2% annualized versus 2.8% for DYNB.

Should I hold both DYNB and IVV?

DYNB and IVV have a monthly-return correlation of 0.56, 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, DYNB or IVV?

DYNB yields 4.07% while IVV yields 1.06%, so DYNB currently pays the higher dividend yield.

Is IVV better than DYNB?

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