DYNB vs IVV
Hartford Dynamic Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DYNB | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $62M | $865.2B | |
| Dividend Yield | 3.33% | 1.09% | |
| Holdings | 142 | 508 | |
| YTD Return | +0.37% | +13.80% | |
| 1Y Return | - | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | - | 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). Year to date, DYNB is up 0.37% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
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.
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 3.33% against 1.09% for IVV.
Holdings Overlap
DYNB and IVV share 1 holdings out of 595 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DYNB | Weight in IVV | Difference |
|---|---|---|---|
| CNP | 0.21% | 0.04% | 0.17% |
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.
What is the holdings overlap between DYNB and IVV?
DYNB and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 595 unique securities.
Which pays a higher dividend, DYNB or IVV?
DYNB yields 3.33% while IVV yields 1.09%, so DYNB currently pays the higher dividend yield.
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