IVV vs WAMA
iShares Core S&P 500 ETF vs WisdomTree US Adaptive Moving Average Fund ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WAMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.32% | |
| AUM | $907.0B | $197M | |
| Dividend Yield | 1.10% | 0.42% | |
| Holdings | 508 | 2 | |
| YTD Return | +12.76% | +9.66% | |
| 1Y Return | +20.63% | - | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -5.7% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Mar 12, 2026 |
IVV vs WAMA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree US Adaptive Moving Average Fund ETF (WAMA) is a ETF from WisdomTree Investments. Year to date, IVV is up 12.76% versus a gain of 9.66% for WAMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.7% for WAMA. 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 WAMA charges 0.32%. On a $10,000 position that is $3 vs $32 annually, a gap of $29 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.42% for WAMA.
Holdings Overlap
IVV and WAMA share 383 holdings out of 608 unique holdings combined, representing a 78.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or WAMA?
IVV has an expense ratio of 0.03% while WAMA charges 0.32%. IVV is the cheaper option. On a $10,000 investment, that is $29 per year of difference.
What is the holdings overlap between IVV and WAMA?
IVV and WAMA share 383 common holdings with a 78.5% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, IVV or WAMA?
IVV yields 1.10% while WAMA yields 0.42%, so IVV currently pays the higher dividend yield.
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