IVV vs QSIG
iShares Core S&P 500 ETF vs WisdomTree US Short-Term Corporate Bond Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | QSIG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.18% | |
| AUM | $865.2B | $53M | |
| Dividend Yield | 1.09% | 4.47% | |
| Holdings | 508 | 625 | |
| YTD Return | +13.43% | -1.58% | |
| 1Y Return | +22.61% | +0.17% | |
| 3Y Return (annualized) | +21.47% | +4.42% | |
| 5Y Return (annualized) | +13.26% | +1.68% | |
| Volatility (annualized) | 15.1% | 2.8% | |
| Max Drawdown | -56.5% | -23.5% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Apr 27, 2016 |
IVV vs QSIG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree US Short-Term Corporate Bond Fund (QSIG) is a ETF from WisdomTree Investments. Over the past year IVV returned +22.61% while QSIG returned +0.17%. Year to date, IVV is up 13.43% versus a loss of 1.58% for QSIG.
Over three years, IVV compounded at +21.47% per year against +4.42% for QSIG; over five years the annualized figures are +13.26% and +1.68% respectively. Across the full 10-year window we track, IVV has the edge at +7.03% annualized vs +2.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.8% for QSIG. 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 -56.5% for IVV and -23.5% for QSIG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while QSIG charges 0.18%. On a $10,000 position that is $3 vs $18 annually, a gap of $15 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.47% for QSIG.
Holdings Overlap
IVV and QSIG share 0 holdings out of 514 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 QSIG?
IVV has an expense ratio of 0.03% while QSIG charges 0.18%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, IVV or QSIG?
Over the past year IVV returned +22.61% vs +0.17% for QSIG, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.03% vs +2.13% for QSIG. Past performance does not guarantee future results.
Which is riskier, IVV or QSIG?
IVV has been the more volatile fund at 15.1% annualized versus 2.8% for QSIG. Worst drawdown: IVV -56.5% vs QSIG -23.5%.
Should I hold both IVV and QSIG?
IVV and QSIG have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and QSIG?
IVV and QSIG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, IVV or QSIG?
IVV yields 1.09% while QSIG yields 4.47%, so QSIG currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.