DEED vs IVV
DEED vs IVV
First Trust Securitized Plus 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 505 holdings.
Side-by-Side Comparison
| Metric | DEED | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.66% | 0.03% | |
| AUM | $68M | $865.2B | |
| Dividend Yield | 4.60% | 1.09% | |
| Holdings | 116 | 508 | |
| YTD Return | +0.49% | +13.31% | |
| 1Y Return | +4.20% | +24.00% | |
| 3Y Return (annualized) | +5.61% | +21.16% | |
| 5Y Return (annualized) | +0.09% | +13.34% | |
| Volatility (annualized) | 7.0% | 15.1% | |
| Max Drawdown | -20.0% | -56.5% | |
| Fund Family | First Trust Portfolios (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Apr 29, 2020 | May 15, 2000 |
DEED vs IVV Performance
First Trust Securitized Plus ETF (DEED) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DEED returned +4.20% while IVV returned +24.00%. Year to date, DEED is up 0.49% versus a gain of 13.31% for IVV.
Over three years, DEED compounded at +5.61% per year against +21.16% for IVV; over five years the annualized figures are +0.09% and +13.34% respectively. Across the full 6-year window we track, IVV has the edge at +7.03% annualized vs +0.87%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 7.0% for DEED. 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 -20.0% for DEED 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DEED charges 0.66% per year while IVV charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, DEED currently yields 4.60% against 1.09% for IVV.
Holdings Overlap
DEED 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, DEED or IVV?
DEED has an expense ratio of 0.66% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, DEED or IVV?
Over the past year DEED returned +4.20% vs +24.00% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), DEED annualized +0.87% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, DEED or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 7.0% for DEED. Worst drawdown: DEED -20.0% vs IVV -56.5%.
Should I hold both DEED and IVV?
DEED and IVV have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DEED and IVV?
DEED and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, DEED or IVV?
DEED yields 4.60% while IVV yields 1.09%, so DEED currently pays the higher dividend yield.
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