EXEQ vs IVV
Wedbush ReturnOnLeadership US Large-Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EXEQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $1M | $907.0B | |
| Dividend Yield | 0.09% | 1.10% | |
| Holdings | 51 | 508 | |
| YTD Return | +13.14% | +14.29% | |
| 1Y Return | - | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -8.9% | -56.5% | |
| Fund Family | Wedbush Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2026 | May 15, 2000 |
EXEQ vs IVV Performance
Wedbush ReturnOnLeadership US Large-Cap ETF (EXEQ) is a ETF from Wedbush Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, EXEQ is up 13.14% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.9% for EXEQ and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
EXEQ charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, EXEQ currently yields 0.09% against 1.10% for IVV.
Holdings Overlap
EXEQ and IVV share 36 holdings out of 517 unique holdings combined, representing a 12.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EXEQ or IVV?
EXEQ has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between EXEQ and IVV?
EXEQ and IVV share 36 common holdings with a 12.4% weight overlap. Combined, they hold 517 unique securities.
Which pays a higher dividend, EXEQ or IVV?
EXEQ yields 0.09% while IVV yields 1.10%, so IVV 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.