DEW vs IVV
DEW vs IVV
WisdomTree Global High Dividend Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DEW delivered stronger 1-year returns. DEW offers more diversification with 676 holdings.
Side-by-Side Comparison
| Metric | DEW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $150M | $865.2B | |
| Dividend Yield | 3.29% | 1.09% | |
| Holdings | 690 | 508 | |
| YTD Return | +18.12% | +13.80% | |
| 1Y Return | +28.02% | +23.70% | |
| 3Y Return (annualized) | +19.24% | +21.49% | |
| 5Y Return (annualized) | +12.41% | +13.43% | |
| Volatility (annualized) | 16.8% | 15.1% | |
| Max Drawdown | -69.2% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 15, 2000 |
DEW vs IVV Performance
WisdomTree Global High Dividend Fund (DEW) 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 DEW returned +28.02% while IVV returned +23.70%. Year to date, DEW is up 18.12% versus a gain of 13.80% for IVV.
Over three years, DEW compounded at +19.24% per year against +21.49% for IVV; over five years the annualized figures are +12.41% and +13.43% respectively. Across the full 20-year window we track, IVV has the edge at +7.05% annualized vs +2.90%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DEW has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.1% for IVV. 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 -69.2% for DEW 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DEW charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, DEW currently yields 3.29% against 1.09% for IVV.
Holdings Overlap
DEW and IVV share 86 holdings out of 1095 unique holdings combined, representing a 11.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DEW | Weight in IVV | Difference |
|---|---|---|---|
| XOM | 2.86% | 0.97% | 1.89% |
| JNJ | 1.95% | 0.93% | 1.02% |
| CVX | 2.16% | 0.55% | 1.61% |
| ABBV | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| T | Pro | Pro | Pro |
| GILD | Pro | Pro | Pro |
See all 10 holdings DEW shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DEW or IVV?
DEW has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, DEW or IVV?
Over the past year DEW returned +28.02% vs +23.70% for IVV, so DEW leads on 1-year performance. Over the longest common window we track (20 years), DEW annualized +2.90% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, DEW or IVV?
DEW has been the more volatile fund at 16.8% annualized versus 15.1% for IVV. Worst drawdown: DEW -69.2% vs IVV -56.5%.
Should I hold both DEW and IVV?
DEW and IVV have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DEW and IVV?
DEW and IVV share 86 common holdings with a 11.1% weight overlap. Combined, they hold 1095 unique securities.
Which pays a higher dividend, DEW or IVV?
DEW yields 3.29% while IVV yields 1.09%, so DEW currently pays the higher dividend yield.
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