IDVY vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIDVYIVVWinner
Expense Ratio0.60%0.03%
AUM$1M$865.2B
Dividend Yield0.00%1.09%
Holdings161508
YTD Return+8.77%+14.50%
1Y Return-+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.1%
Max Drawdown-13.5%-56.5%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 10, 2026May 15, 2000

IDVY vs IVV Performance

First Trust International Rising Dividend Achievers ETF (IDVY) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, IDVY is up 8.77% versus a gain of 14.50% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.5% for IDVY 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

IDVY 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, IDVY currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

IDVY and IVV share 0 holdings out of 657 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, IDVY or IVV?

IDVY 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 IDVY and IVV?

IDVY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 657 unique securities.

Which pays a higher dividend, IDVY or IVV?

IDVY yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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