DABS vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricDABSIVVWinner
Expense Ratio0.40%0.03%
AUM$149M$865.2B
Dividend Yield4.86%1.09%
Holdings126508
YTD Return+1.30%+11.54%
1Y Return+3.50%+21.48%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+13.02%
Volatility (annualized)1.8%15.1%
Max Drawdown-1.5%-56.5%
Fund FamilyDoubleLine FundsiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionFeb 28, 2025May 15, 2000

DABS vs IVV Performance

DoubleLine Asset-Backed Securities ETF (DABS) is a ETF from DoubleLine Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DABS returned +3.50% while IVV returned +21.48%. Year to date, DABS is up 1.30% versus a gain of 11.54% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.8% for DABS. 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 -1.5% for DABS 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 0.37. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DABS charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, DABS currently yields 4.86% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

DABS and IVV share 0 holdings out of 535 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, DABS or IVV?

DABS has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, DABS or IVV?

Over the past year DABS returned +3.50% vs +21.48% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), DABS annualized +4.78% vs +6.97% for IVV. Past performance does not guarantee future results.

Which is riskier, DABS or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 1.8% for DABS. Worst drawdown: DABS -1.5% vs IVV -56.5%.

Should I hold both DABS and IVV?

DABS and IVV have a monthly-return correlation of 0.37, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DABS and IVV?

DABS and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, DABS or IVV?

DABS yields 4.86% while IVV yields 1.09%, so DABS currently pays the higher dividend yield.

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