ALLW vs IVV
State Street Bridgewater All Weather ETF vs iShares Core S&P 500 ETF
Which is better, ALLW or IVV?
Allocation/Balanced against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ALLW | IVV |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $1.8B | $886.7B |
| Dividend Yield | 4.42% | 1.10% |
| Holdings | 43 | 508 |
| YTD Return | +9.19% | +13.39%Best |
| 1Y Return | +17.08% | +20.08%Best |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Volatility (annualized) | 8.9%Best | 11.9% |
| Max Drawdown | -8.8%Best | -13.7% |
| $10,000 over 1.5 years | $12,630 | $13,700Best |
| Fund Family | SPDR State Street Global Advisors | iShares by BlackRock (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Mar 5, 2025 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 6, 2025 to Sep 4, 2026 (1.5 years).
ALLW vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
ALLW vs IVV Performance
State Street Bridgewater All Weather ETF (ALLW) is an ETF from SPDR State Street Global Advisors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ALLW returned +17.08% while IVV returned +20.08%. Year to date, ALLW is up 9.19% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 8.9% for ALLW. 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 -8.8% for ALLW and -13.7% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ALLW charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, ALLW currently yields 4.42% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 21 holdings in ALLW and 505 in IVV, totalling 80.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 21 positions we hold weights for in ALLW and 505 in IVV, against full books of 43 and 508.
You are not choosing between two funds in isolation.
Whichever of ALLW and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ALLW or IVV?
ALLW has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, ALLW or IVV?
Over the past year ALLW returned +17.08% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), ALLW annualized +16.84% vs +23.35% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ALLW or IVV?
IVV has been the more volatile fund at 11.9% annualized versus 8.9% for ALLW. Worst drawdown: ALLW -8.8% vs IVV -13.7%.
Should I hold both ALLW and IVV?
ALLW and IVV have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ALLW or IVV?
ALLW yields 4.42% while IVV yields 1.10%, so ALLW currently pays the higher dividend yield.
Is IVV better than ALLW?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.