IVV vs WDAI

IVV vs WDAI

Which is better, IVV or WDAI?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. WDAI is less concentrated, with 6.9% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVLess Concentrated: WDAI

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

MetricIVVWDAI
Expense Ratio0.03%Best0.60%
AUM$876.4B$1M
Dividend Yield1.06%0.17%
Holdings508305
YTD Return+12.51%Best+12.46%
1Y Return+17.57%-
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Top 10 Weight37.9%6.9%Best
Fund FamilyiShares by BlackRock (US)Pacer ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000May 7, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs WDAI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs WDAI Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Pacer S&P World 3AI Top 300 ETF (WDAI) is an ETF from Pacer ETFs. Year to date, IVV is up 12.51% versus a gain of 12.46% for WDAI.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while WDAI charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.17% for WDAI.

Holdings Overlap

IVV already in WDAI51.6%
WDAI already in IVV32.2%

51.6% of IVV's money is in holdings WDAI also owns. 32.2% of WDAI's money is in holdings IVV also owns.

The two portfolios partly overlap.

74 positions in common, counted across the 505 positions we hold weights for in IVV and 298 in WDAI, against full books of 508 and 305.

What only one of them owns

Our book lists 21 positions for WDAI that do not appear in our book for IVV (8.3% of the fund), and 422 for IVV that do not appear in WDAI (47.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IVVWeight in WDAIDifference
NVDANvidia Corp.7.98%0.56%7.42%
AAPLApple, Inc6.86%0.54%6.32%
MSFTMicrosoft Corp 4.100 Feb 06 375.44%0.56%4.88%
AMZNAmazon.Com Inc4.01%0.34%3.67%
GOOGLAlphabet A Usd 0.0013.19%0.40%2.79%
AVGOBroadcom Inc2.98%0.59%2.39%
GOOGAlphabet Inc2.56%0.30%2.26%
METAMeta Platforms, Inc.1.94%0.57%1.37%
MUMicron Technology, Inc.1.51%0.55%0.96%
AMDAdvanced Micro Devices Inc.1.18%0.59%0.59%

51.6% of IVV is already inside WDAI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVWDAI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WDAI?

IVV has an expense ratio of 0.03% while WDAI charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.

What is the holdings overlap between IVV and WDAI?

51.6% of IVV's money is in holdings WDAI also owns. 32.2% of WDAI's is in holdings IVV also owns. They hold 74 positions in common, counted across the 505 positions we hold weights for in IVV and 298 in WDAI.

Which pays a higher dividend, IVV or WDAI?

IVV yields 1.06% while WDAI yields 0.17%, so IVV currently pays the higher dividend yield.

Is WDAI better than IVV?

IVV has a lower expense ratio. WDAI is less concentrated, with 6.9% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.