IVV vs OPPG
iShares Core S&P 500 ETF vs WisdomTree GeoAlpha Opportunities Fund ETF
Which is better, IVV or OPPG?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over the full window, OPPG over 1Y.
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 | OPPG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.58% |
| AUM | $876.4B | $2M |
| Dividend Yield | 1.06% | 0.55% |
| Holdings | 508 | 75 |
| YTD Return | +12.39%Best | +10.48% |
| 1Y Return | +16.61% | +19.12%Best |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.4%Best | 13.2% |
| Max Drawdown | -8.9%Best | -11.7% |
| $10,000 over 1.2 years | $12,462Best | $12,355 |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jul 8, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 8, 2025 to Sep 18, 2026 (1.2 years).
IVV vs OPPG 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 1.2 years both funds cover.
IVV vs OPPG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree GeoAlpha Opportunities Fund ETF (OPPG) is an ETF from WisdomTree Investments. Over the past year IVV returned +16.61% while OPPG returned +19.12%. Year to date, IVV is up 12.39% versus a gain of 10.48% for OPPG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OPPG has been the more volatile fund, with annualized monthly volatility of 13.2% 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 -8.9% for IVV and -11.7% for OPPG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OPPG charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.55% for OPPG.
Holdings Overlap
At least 4.7% of IVV's money is in holdings OPPG also owns.
Stated as a floor: for OPPG, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and OPPG share little of their money.
23 positions in common, counted across the 490 positions we hold weights for in IVV and 64 in OPPG, against full books of 508 and 75.
Top Shared Holdings
| Stock | Weight in IVV | Weight in OPPG | Difference |
|---|---|---|---|
| METAMeta Platforms Inc | 1.90% | 7.19% | 5.29% |
| CRMSalesforce Inc Crm Us Equity | 0.32% | 3.01% | 2.69% |
| UPSUnited Parcel Service, Inc | 0.12% | 2.60% | 2.48% |
| ADBEAdobe Systems | 0.18% | 1.99% | 1.81% |
| QCOMQualcomm Inc. | 0.27% | 1.76% | 1.49% |
| KRKroger Co. | 0.05% | 1.89% | 1.84% |
| KMBKimberly-Clark Corp. | 0.05% | 1.81% | 1.76% |
| LULULululemon Athletica, Inc | 0.02% | 1.80% | 1.78% |
| SWKStanley Black Decker Inc. | 0.02% | 1.73% | 1.71% |
| DEDeere & Co Sedol 2261203 | 0.25% | 1.26% | 1.01% |
You are not choosing between two funds in isolation.
Whichever of IVV and OPPG 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 OPPG?
IVV has an expense ratio of 0.03% while OPPG charges 0.58%. IVV is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, IVV or OPPG?
Over the past year IVV returned +16.61% vs +19.12% for OPPG, so OPPG leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +20.13% vs +19.27% for OPPG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or OPPG?
OPPG has been the more volatile fund at 13.2% annualized versus 12.4% for IVV. Worst drawdown: IVV -8.9% vs OPPG -11.7%.
Should I hold both IVV and OPPG?
IVV and OPPG have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and OPPG?
At least 4.7% of IVV's money is in holdings OPPG also owns. Our book for OPPG is partial, so the real figure is this or higher. They hold 23 positions in common, counted across the 490 positions we hold weights for in IVV and 64 in OPPG.
Which pays a higher dividend, IVV or OPPG?
IVV yields 1.06% while OPPG yields 0.55%, so IVV currently pays the higher dividend yield.
Is OPPG better than IVV?
IVV has a lower expense ratio. IVV led over the full window, OPPG over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.