IVV vs KWH
iShares Core S&P 500 ETF vs GMO Power Infrastructure ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | KWH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.60% | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 70 | |
| YTD Return | +14.29% | +2.36% | |
| 1Y Return | +21.79% | - | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.4% | |
| Fund Family | iShares by BlackRock (US) | GMO | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 14, 2026 |
IVV vs KWH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GMO Power Infrastructure ETF (KWH) is a ETF from GMO. Year to date, IVV is up 14.29% versus a gain of 2.36% for KWH.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.4% for KWH. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while KWH charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for KWH.
Holdings Overlap
IVV and KWH share 28 holdings out of 547 unique holdings combined, representing a 2.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or KWH?
IVV has an expense ratio of 0.03% while KWH charges 0.60%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
What is the holdings overlap between IVV and KWH?
IVV and KWH share 28 common holdings with a 2.7% weight overlap. Combined, they hold 547 unique securities.
Which pays a higher dividend, IVV or KWH?
IVV yields 1.10% while KWH yields 0.00%, so IVV currently pays the higher dividend yield.
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