IDGT vs IVV
iShares US Digital Infrastructure and Real Estate ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IDGT delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IDGT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.37% | 0.03% | |
| AUM | $543M | $907.0B | |
| Dividend Yield | 0.81% | 1.10% | |
| Holdings | 30 | 508 | |
| YTD Return | +44.69% | +14.29% | |
| 1Y Return | +50.38% | +21.79% | |
| 3Y Return (annualized) | +25.18% | +22.19% | |
| 5Y Return (annualized) | +12.40% | +13.28% | |
| Volatility (annualized) | 28.9% | 15.1% | |
| Max Drawdown | -78.0% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2001 | May 15, 2000 |
IDGT vs IVV Performance
iShares US Digital Infrastructure and Real Estate ETF (IDGT) 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 IDGT returned +50.38% while IVV returned +21.79%. Year to date, IDGT is up 44.69% versus a gain of 14.29% for IVV.
Over three years, IDGT compounded at +25.18% per year against +22.19% for IVV; over five years the annualized figures are +12.40% and +13.28% respectively. Across the full 25-year window we track, IVV has the edge at +7.06% annualized vs +4.76%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDGT has been the more volatile fund, with annualized monthly volatility of 28.9% 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 -78.0% for IDGT 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IDGT charges 0.37% per year while IVV charges 0.03%. On a $10,000 position that is $37 vs $3 annually, a gap of $34 per year that compounds over a long holding period. On income, IDGT currently yields 0.81% against 1.10% for IVV.
Holdings Overlap
IDGT and IVV share 13 holdings out of 518 unique holdings combined, representing a 2.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IDGT or IVV?
IDGT has an expense ratio of 0.37% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, IDGT or IVV?
Over the past year IDGT returned +50.38% vs +21.79% for IVV, so IDGT leads on 1-year performance. Over the longest common window we track (25 years), IDGT annualized +4.76% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, IDGT or IVV?
IDGT has been the more volatile fund at 28.9% annualized versus 15.1% for IVV. Worst drawdown: IDGT -78.0% vs IVV -56.5%.
Should I hold both IDGT and IVV?
IDGT and IVV have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDGT and IVV?
IDGT and IVV share 13 common holdings with a 2.1% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, IDGT or IVV?
IDGT yields 0.81% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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