IVV vs IWMY
iShares Core S&P 500 ETF vs Defiance R2000 Weekly Distribution ETF
Which is better, IVV or IWMY?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | IVV | IWMY |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.05% |
| AUM | $876.4B | $95M |
| Dividend Yield | 1.06% | 40.14% |
| Holdings | 508 | 10 |
| YTD Return | +12.51%Best | +9.44% |
| 1Y Return | +17.57%Best | +7.95% |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 12.4%Best | 14.7% |
| Max Drawdown | -18.8%Best | -35.7% |
| $10,000 over 2.9 years | $19,105Best | $9,492 |
| Fund Family | iShares by BlackRock (US) | Defiance ETFs, LLC |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Oct 30, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 31, 2023 to Sep 11, 2026 (2.9 years).
IVV vs IWMY 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 2.9 years both funds cover.
IVV vs IWMY Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Defiance R2000 Weekly Distribution ETF (IWMY) is an ETF from Defiance ETFs, LLC. Over the past year IVV returned +17.57% while IWMY returned +7.95%. Year to date, IVV is up 12.51% versus a gain of 9.44% for IWMY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IWMY has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 12.4% 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 -18.8% for IVV and -35.7% for IWMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while IWMY charges 1.05%. On a $10,000 position that is $3 vs $105 annually, a gap of $102 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 40.14% for IWMY.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in IWMY, totalling 100.0% and 6.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in IWMY, against full books of 508 and 10.
You are not choosing between two funds in isolation.
Whichever of IVV and IWMY 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, IVV or IWMY?
IVV has an expense ratio of 0.03% while IWMY charges 1.05%. IVV is the cheaper option, by $102 a year on a $10,000 investment.
Which performed better, IVV or IWMY?
Over the past year IVV returned +17.57% vs +7.95% for IWMY, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or IWMY?
IWMY has been the more volatile fund at 14.7% annualized versus 12.4% for IVV. Worst drawdown: IVV -18.8% vs IWMY -35.7%.
Should I hold both IVV and IWMY?
IVV and IWMY have a monthly-return correlation of 0.62, 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, IVV or IWMY?
IVV yields 1.06% while IWMY yields 40.14%, so IWMY currently pays the higher dividend yield.
Is IWMY better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.