IVV vs XDEF

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVXDEFWinner
Expense Ratio0.03%0.35%
AUM$865.2B$4M
Dividend Yield1.09%1.57%
Holdings50832
YTD Return+13.72%-0.61%
1Y Return+21.64%-
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-19.0%
Fund FamilyiShares by BlackRock (US)Xtrackers ETFs
CategoryEquityEquity
InceptionMay 15, 2000Feb 19, 2026

IVV vs XDEF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Xtrackers Europe Defense Technologies ETF (XDEF) is a ETF from Xtrackers ETFs. Year to date, IVV is up 13.72% versus a loss of 0.61% for XDEF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -19.0% for XDEF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while XDEF charges 0.35%. On a $10,000 position that is $3 vs $35 annually, a gap of $32 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.57% for XDEF.

Holdings Overlap

0.0%overlap

IVV and XDEF share 0 holdings out of 540 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, IVV or XDEF?

IVV has an expense ratio of 0.03% while XDEF charges 0.35%. IVV is the cheaper option. On a $10,000 investment, that is $32 per year of difference.

What is the holdings overlap between IVV and XDEF?

IVV and XDEF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, IVV or XDEF?

IVV yields 1.09% while XDEF yields 1.57%, so XDEF currently pays the higher dividend yield.

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