IDVZ vs IVV
Polen International Dividend Income 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 | IDVZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $196M | $907.0B | |
| Dividend Yield | 3.36% | 1.10% | |
| Holdings | 44 | 508 | |
| YTD Return | +8.89% | +12.71% | |
| 1Y Return | +17.84% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 10.1% | 15.1% | |
| Max Drawdown | -11.0% | -56.5% | |
| Fund Family | TrueShares | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | May 15, 2000 |
IDVZ vs IVV Performance
Polen International Dividend Income ETF (IDVZ) is a ETF from TrueShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year IDVZ returned +17.84% while IVV returned +21.89%. Year to date, IDVZ is up 8.89% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.1% for IDVZ. 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 -11.0% for IDVZ 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 0.20. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IDVZ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, IDVZ currently yields 3.36% against 1.10% for IVV.
Holdings Overlap
IDVZ and IVV share 0 holdings out of 549 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, IDVZ or IVV?
IDVZ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IDVZ or IVV?
Over the past year IDVZ returned +17.84% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IDVZ annualized +24.48% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, IDVZ or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.1% for IDVZ. Worst drawdown: IDVZ -11.0% vs IVV -56.5%.
Should I hold both IDVZ and IVV?
IDVZ and IVV have a monthly-return correlation of 0.20, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDVZ and IVV?
IDVZ and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, IDVZ or IVV?
IDVZ yields 3.36% while IVV yields 1.10%, so IDVZ currently pays the higher dividend yield.
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