DIM vs IVV
WisdomTree International MidCap Dividend Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. DIM offers more diversification with 594 holdings.
Side-by-Side Comparison
| Metric | DIM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $170M | $907.0B | |
| Dividend Yield | 2.97% | 1.10% | |
| Holdings | 594 | 508 | |
| YTD Return | +12.04% | +13.74% | |
| 1Y Return | +18.70% | +21.54% | |
| 3Y Return (annualized) | +20.10% | +22.61% | |
| 5Y Return (annualized) | +9.26% | +13.31% | |
| Volatility (annualized) | 17.7% | 15.1% | |
| Max Drawdown | -64.7% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 15, 2000 |
DIM vs IVV Performance
WisdomTree International MidCap Dividend Fund (DIM) 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 DIM returned +18.70% while IVV returned +21.54%. Year to date, DIM is up 12.04% versus a gain of 13.74% for IVV.
Over three years, DIM compounded at +20.10% per year against +22.61% for IVV; over five years the annualized figures are +9.26% and +13.31% respectively. Across the full 20-year window we track, IVV has the edge at +7.04% annualized vs +3.92%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIM has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -64.7% for DIM 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DIM charges 0.58% per year while IVV charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, DIM currently yields 2.97% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, DIM or IVV?
DIM has an expense ratio of 0.58% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, DIM or IVV?
Over the past year DIM returned +18.70% vs +21.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), DIM annualized +3.92% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, DIM or IVV?
DIM has been the more volatile fund at 17.7% annualized versus 15.1% for IVV. Worst drawdown: DIM -64.7% vs IVV -56.5%.
Should I hold both DIM and IVV?
DIM and IVV have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DIM and IVV?
DIM and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1081 unique securities.
Which pays a higher dividend, DIM or IVV?
DIM yields 2.97% while IVV yields 1.10%, so DIM currently pays the higher dividend yield.
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