GEOA vs IVV
WisdomTree GeoAlpha Opportunities Fund ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. GEOA delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GEOA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $886,559.25 | $907.0B | |
| Dividend Yield | 0.55% | 1.10% | |
| Holdings | 63 | 508 | |
| YTD Return | +8.54% | +12.28% | |
| 1Y Return | +24.63% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 13.6% | 15.1% | |
| Max Drawdown | -11.7% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2025 | May 15, 2000 |
GEOA vs IVV Performance
WisdomTree GeoAlpha Opportunities Fund ETF (GEOA) 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 GEOA returned +24.63% while IVV returned +20.94%. Year to date, GEOA is up 8.54% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.6% for GEOA. 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 -11.7% for GEOA 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GEOA 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, GEOA currently yields 0.55% against 1.10% for IVV.
Holdings Overlap
GEOA and IVV share 24 holdings out of 544 unique holdings combined, representing a 8.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GEOA or IVV?
GEOA 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, GEOA or IVV?
Over the past year GEOA returned +24.63% vs +20.94% for IVV, so GEOA leads on 1-year performance. Over the longest common window we track (1 years), GEOA annualized +19.94% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, GEOA or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.6% for GEOA. Worst drawdown: GEOA -11.7% vs IVV -56.5%.
Should I hold both GEOA and IVV?
GEOA and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GEOA and IVV?
GEOA and IVV share 24 common holdings with a 8.3% weight overlap. Combined, they hold 544 unique securities.
Which pays a higher dividend, GEOA or IVV?
GEOA yields 0.55% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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