DWM vs IVV
WisdomTree International Equity Fund vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. DWM offers more diversification with 1,426 holdings.
Side-by-Side Comparison
| Metric | DWM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $693M | $907.0B | |
| Dividend Yield | 2.69% | 1.10% | |
| Holdings | 1,426 | 508 | |
| YTD Return | +11.51% | +12.28% | |
| 1Y Return | +18.03% | +20.94% | |
| 3Y Return (annualized) | +19.56% | +21.81% | |
| 5Y Return (annualized) | +10.73% | +13.05% | |
| Volatility (annualized) | 16.9% | 15.1% | |
| Max Drawdown | -64.3% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 15, 2000 |
DWM vs IVV Performance
WisdomTree International Equity Fund (DWM) 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 DWM returned +18.03% while IVV returned +20.94%. Year to date, DWM is up 11.51% versus a gain of 12.28% for IVV.
Over three years, DWM compounded at +19.56% per year against +21.81% for IVV; over five years the annualized figures are +10.73% and +13.05% respectively. Across the full 20-year window we track, IVV has the edge at +6.98% annualized vs +3.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWM has been the more volatile fund, with annualized monthly volatility of 16.9% 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 -64.3% for DWM 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
DWM charges 0.48% per year while IVV charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DWM currently yields 2.69% against 1.10% for IVV.
Holdings Overlap
DWM and IVV share 1 holdings out of 1718 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DWM | Weight in IVV | Difference |
|---|---|---|---|
| ORCL | 0.05% | 0.33% | 0.28% |
Frequently Asked Questions
Which is cheaper, DWM or IVV?
DWM has an expense ratio of 0.48% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, DWM or IVV?
Over the past year DWM returned +18.03% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (20 years), DWM annualized +3.14% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, DWM or IVV?
DWM has been the more volatile fund at 16.9% annualized versus 15.1% for IVV. Worst drawdown: DWM -64.3% vs IVV -56.5%.
Should I hold both DWM and IVV?
DWM 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 DWM and IVV?
DWM and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1718 unique securities.
Which pays a higher dividend, DWM or IVV?
DWM yields 2.69% while IVV yields 1.10%, so DWM 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.