IVV vs MWHS

IVV vs MWHS
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMWHSWinner
Expense Ratio0.03%0.95%
AUM$907.0B$610,051.1
Dividend Yield1.10%0.00%
Holdings5081
YTD Return+12.71%-19.27%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-26.0%
Fund FamilyiShares by BlackRock (US)Skylar Capital Management, LP
CategoryEquityAlternative
InceptionMay 15, 2000Jun 26, 2026

IVV vs MWHS Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Skylar Electricity Futures ETF (MWHS) is a ETF from Skylar Capital Management, LP. Year to date, IVV is up 12.71% versus a loss of 19.27% for MWHS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -26.0% for MWHS. 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 MWHS charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for MWHS.

Holdings Overlap

0.0%overlap

IVV and MWHS share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IVV or MWHS?

IVV has an expense ratio of 0.03% while MWHS charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

What is the holdings overlap between IVV and MWHS?

IVV and MWHS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or MWHS?

IVV yields 1.10% while MWHS yields 0.00%, so IVV currently pays the higher dividend yield.

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