DVY vs IVV

Both DVY and IVV are ETFs. DVY has a lower 5-year return than IVV (6.15% vs 13.59%). DVY has a higher expense ratio than IVV (0.39% vs 0.04%). Below is the comparison between DVY and IVV.

DVY IVV
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - Large Cap
Issuer BlackRock BlackRock
Net Assets $12.1B $175.29B
Expense Ratio 0.39% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.91% 2.34%
Underlying Index Dow Jones U.S. Select Dividend S&P 500
YTD Return -15.37% 9.42%
1-Year Return -10.65% 18.62%
3-Year Return 0.55% 12.97%
5-Year Return 6.15% 13.59%
10-Year Return 9.76% 13.73%

DVY description

The Fund seeks to track the investment results of an index composed of relatively high dividend paying US equities. The Fund invests, under normal circumstances, at least 90% of its assets in securities of the Underlying Index and in depositary receipts representing securities of the Underlying Index.

DVY performance & returns

YTD Return -15.37%
1-Month Return 1.77%
3-Month Return 5.03%
1-Year Return -10.65%
3-Year Return 0.55%
5-Year Return 6.15%
10-Year Return 9.76%
DVY expense ratio is 0.39%.

DVY holdings

Top 10 Holdings (18.98% of Total Assets)

Name Symbol % Assets
AT&T Inc T 2.68%
Qualcomm Inc QCOM 2.29%
Ford Motor Co F 1.92%
ONEOK Inc OKE 1.89%
Dominion Energy Inc D 1.77%
CenturyLink Inc CTL 1.72%
Philip Morris International Inc PM 1.71%
Entergy Corp ETR 1.71%
Seagate Technology PLC STX.SI 1.65%
PPL Corp PPL 1.64%

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IVV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

IVV performance & returns

YTD Return 9.42%
1-Month Return 2.90%
3-Month Return 8.70%
1-Year Return 18.62%
3-Year Return 12.97%
5-Year Return 13.59%
10-Year Return 13.73%
IVV expense ratio is 0.04%.

IVV holdings

Top 10 Holdings (26.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.01%
Apple Inc AAPL 5.79%
Amazon.com Inc AMZN 4.50%
Facebook Inc A FB 2.13%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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