IDVO vs IVV
Amplify International Enhanced Dividend Income ETF vs iShares Core S&P 500 ETF
Which is better, IDVO or IVV?
IDVO has been ahead.
IVV has a lower expense ratio. IDVO led over 1Y, 3Y and the full window. IDVO is less concentrated, with 32.2% of the fund in its ten largest positions against 37.9%.
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
| Metric | IDVO | IVV |
|---|---|---|
| Expense Ratio | 0.65% | 0.03%Best |
| AUM | $1.4B | $876.4B |
| Dividend Yield | 6.26% | 1.06% |
| Holdings | 199 | 508 |
| YTD Return | +13.32%Best | +11.57% |
| 1Y Return | +24.19%Best | +17.57% |
| 3Y Return (annualized) | +22.99%Best | +20.71% |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 13.0%Best | 13.3% |
| Max Drawdown | -15.5%Best | -18.8% |
| $10,000 over 4 years | $21,486Best | $20,020 |
| Top 10 Weight | 32.2%Best | 37.9% |
| Fund Family | Amplify ETFs | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 8, 2022 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 8, 2022 to Sep 10, 2026 (4 years).
IDVO 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 covers the 4 years both funds cover.
IDVO vs IVV Performance
Amplify International Enhanced Dividend Income ETF (IDVO) is an ETF from Amplify ETFs and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IDVO returned +24.19% while IVV returned +17.57%. Year to date, IDVO is up 13.32% versus a gain of 11.57% for IVV.
Over three years, IDVO compounded at +22.99% per year against +20.71% for IVV. Across the full 4-year window we track, IDVO has the edge at +21.07% annualized vs +18.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 13.0% for IDVO. 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 -15.5% for IDVO and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IDVO charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, IDVO currently yields 6.26% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 58 holdings in IDVO and 505 in IVV, totalling 99.3% and 100.0% 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 58 positions we hold weights for in IDVO and 505 in IVV, against full books of 199 and 508.
What only one of them owns
Our book lists 495 positions for IVV that do not appear in our book for IDVO (99.3% of the fund), and 22 for IDVO that do not appear in IVV (35.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IDVO and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDVO or IVV?
IDVO has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, IDVO or IVV?
Over the past year IDVO returned +24.19% vs +17.57% for IVV, so IDVO leads on 1-year performance. Over the longest common window we track (4 years), IDVO annualized +21.07% vs +18.95% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDVO or IVV?
IVV has been the more volatile fund at 13.3% annualized versus 13.0% for IDVO. Worst drawdown: IDVO -15.5% vs IVV -18.8%.
Should I hold both IDVO and IVV?
IDVO and IVV have a monthly-return correlation of 0.69, 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, IDVO or IVV?
IDVO yields 6.26% while IVV yields 1.06%, so IDVO currently pays the higher dividend yield.
Is IVV better than IDVO?
IVV has a lower expense ratio. IDVO led over 1Y, 3Y and the full window. IDVO is less concentrated, with 32.2% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.