IVV vs SLWS
iShares Core S&P 500 ETF vs SLW Short Duration Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | SLWS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.42% | |
| AUM | $907.0B | $390M | |
| Dividend Yield | 1.10% | 4.08% | |
| Holdings | 508 | 198 | |
| YTD Return | +13.25% | +1.98% | |
| 1Y Return | +19.95% | - | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +12.82% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -0.7% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 19, 2024 |
IVV vs SLWS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments. Year to date, IVV is up 13.25% versus a gain of 1.98% for SLWS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.7% for SLWS. 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 SLWS charges 0.42%. On a $10,000 position that is $3 vs $42 annually, a gap of $39 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.08% for SLWS.
Holdings Overlap
IVV and SLWS share 0 holdings out of 605 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 SLWS?
IVV has an expense ratio of 0.03% while SLWS charges 0.42%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between IVV and SLWS?
IVV and SLWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, IVV or SLWS?
IVV yields 1.10% while SLWS yields 4.08%, so SLWS currently pays the higher dividend yield.
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