DYNB vs IVV
Hartford Dynamic Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | DYNB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $64M | $886.7B | |
| Dividend Yield | 3.73% | 1.10% | |
| Holdings | 187 | 508 | |
| YTD Return | -0.22% | +12.13% | |
| 1Y Return | +0.29% | +20.37% | |
| 3Y Return (annualized) | - | +20.91% | |
| 5Y Return (annualized) | - | +12.59% | |
| Volatility (annualized) | 2.7% | 15.1% | |
| Max Drawdown | -2.6% | -56.5% | |
| Fund Family | Hartford Funds | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 23, 2025 | May 15, 2000 |
DYNB vs IVV Performance
Hartford Dynamic Bond ETF (DYNB) is a ETF from Hartford Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DYNB returned +0.29% while IVV returned +20.37%. Year to date, DYNB is down 0.22% versus a gain of 12.13% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.7% for DYNB. 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 -2.6% for DYNB 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.73% against 1.10% for IVV.
Holdings Overlap
DYNB and IVV share 0 holdings out of 558 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, DYNB or IVV?
DYNB has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, DYNB or IVV?
Over the past year DYNB returned +0.29% vs +20.37% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, DYNB or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 2.7% for DYNB. Worst drawdown: DYNB -2.6% vs IVV -56.5%.
Should I hold both DYNB and IVV?
DYNB and IVV have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DYNB and IVV?
DYNB and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 558 unique securities.
Which pays a higher dividend, DYNB or IVV?
DYNB yields 3.73% while IVV yields 1.10%, so DYNB currently pays the higher dividend yield.
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