DDWM vs IVV
WisdomTree Dynamic International Equity Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. DDWM offers more diversification with 1,462 holdings.
Side-by-Side Comparison
| Metric | DDWM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $1.5B | $907.0B | |
| Dividend Yield | 2.52% | 1.10% | |
| Holdings | 1,462 | 508 | |
| YTD Return | +7.86% | +12.71% | |
| 1Y Return | +14.38% | +21.89% | |
| 3Y Return (annualized) | +18.91% | +22.08% | |
| 5Y Return (annualized) | +12.55% | +12.96% | |
| Volatility (annualized) | 12.4% | 15.1% | |
| Max Drawdown | -35.0% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 7, 2016 | May 15, 2000 |
DDWM vs IVV Performance
WisdomTree Dynamic International Equity Fund (DDWM) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year DDWM returned +14.38% while IVV returned +21.89%. Year to date, DDWM is up 7.86% versus a gain of 12.71% for IVV.
Over three years, DDWM compounded at +18.91% per year against +22.08% for IVV; over five years the annualized figures are +12.55% and +12.96% respectively. Across the full 11-year window we track, DDWM has the edge at +10.33% annualized vs +7.00%. 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 12.4% for DDWM. 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 -35.0% for DDWM 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DDWM 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, DDWM currently yields 2.52% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, DDWM or IVV?
DDWM 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, DDWM or IVV?
Over the past year DDWM returned +14.38% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.33% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, DDWM or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 12.4% for DDWM. Worst drawdown: DDWM -35.0% vs IVV -56.5%.
Should I hold both DDWM and IVV?
DDWM and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DDWM and IVV?
DDWM and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1741 unique securities.
Which pays a higher dividend, DDWM or IVV?
DDWM yields 2.52% while IVV yields 1.10%, so DDWM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.