IVV vs WDAF
iShares Core S&P 500 ETF vs WisdomTree Asia Defense Fund ETF
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 | WDAF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $21M | |
| Dividend Yield | 1.09% | 0.12% | |
| Holdings | 508 | 55 | |
| YTD Return | +13.72% | +10.81% | |
| 1Y Return | +21.64% | +4.01% | |
| 3Y Return (annualized) | +21.55% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -28.2% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 12, 2025 |
IVV vs WDAF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree Asia Defense Fund ETF (WDAF) is a ETF from WisdomTree Investments. Over the past year IVV returned +21.64% while WDAF returned +4.01%. Year to date, IVV is up 13.72% versus a gain of 10.81% for WDAF.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -28.2% for WDAF. 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 WDAF charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.12% for WDAF.
Holdings Overlap
IVV and WDAF share 0 holdings out of 557 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 WDAF?
IVV has an expense ratio of 0.03% while WDAF charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or WDAF?
Over the past year IVV returned +21.64% vs +4.01% for WDAF, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and WDAF?
IVV and WDAF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, IVV or WDAF?
IVV yields 1.09% while WDAF yields 0.12%, so IVV currently pays the higher dividend yield.
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