IQDG vs IVV
WisdomTree International Quality Dividend Growth Fund vs iShares Core S&P 500 ETF
Which is better, IQDG or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IQDG is less concentrated, with 29.9% of the fund in its ten largest positions against 37.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IQDG | IVV |
|---|---|---|
| Expense Ratio | 0.42% | 0.03%Best |
| AUM | $715M | $876.4B |
| Dividend Yield | 2.32% | 1.06% |
| Holdings | 279 | 508 |
| YTD Return | +2.85% | +12.39%Best |
| 1Y Return | +7.08% | +16.61%Best |
| 3Y Return (annualized) | +10.90% | +21.38%Best |
| 5Y Return (annualized) | +4.04% | +13.51%Best |
| Volatility (annualized) | 16.0% | 15.2%Best |
| Max Drawdown | -35.0% | -33.9%Best |
| $10,000 over 5 years | $12,190 | $18,844Best |
| Top 10 Weight | 29.9%Best | 37.8% |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Apr 7, 2016 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Apr 7, 2016 to Sep 18, 2026 (10.4 years).
IQDG vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.4 years both funds cover.
IQDG vs IVV Performance
WisdomTree International Quality Dividend Growth Fund (IQDG) is an ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year IQDG returned +7.08% while IVV returned +16.61%. Year to date, IQDG is up 2.85% versus a gain of 12.39% for IVV.
Over three years, IQDG compounded at +10.90% per year against +21.38% for IVV; over five years the annualized figures are +4.04% and +13.51% respectively. Across the full 10-year window we track, IVV has the edge at +14.30% annualized vs +7.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQDG has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.2% 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 -35.0% for IQDG and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IQDG charges 0.42% per year while IVV charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, IQDG currently yields 2.32% against 1.06% for IVV.
Holdings Overlap
0.1% of IVV's money is in holdings IQDG also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 264 positions we hold weights for in IQDG and 490 in IVV, against full books of 279 and 508.
What only one of them owns
Our book lists 481 positions for IVV that do not appear in our book for IQDG (98.6% of the fund), and 3 for IQDG that do not appear in IVV (3.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IQDG | Weight in IVV | Difference |
|---|---|---|---|
| KRKroger Co. | 0.00% | 0.05% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of IQDG and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IQDG or IVV?
IQDG has an expense ratio of 0.42% while IVV charges 0.03%. IVV is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, IQDG or IVV?
Over the past year IQDG returned +7.08% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IQDG annualized +7.69% vs +14.30% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IQDG or IVV?
IQDG has been the more volatile fund at 16.0% annualized versus 15.2% for IVV. Worst drawdown: IQDG -35.0% vs IVV -33.9%.
Should I hold both IQDG and IVV?
IQDG and IVV have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IQDG or IVV?
IQDG yields 2.32% while IVV yields 1.06%, so IQDG currently pays the higher dividend yield.
Is IVV better than IQDG?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IQDG is less concentrated, with 29.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.