IVV vs WDIG

IVV vs WDIG

Which is better, IVV or WDIG?

Large Cap Blend against Commodities.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVWDIG
Expense Ratio0.03%Best0.55%
AUM$876.4B$6M
Dividend Yield1.06%0.00%
Holdings508101
YTD Return+12.27%Best-17.90%
1Y Return+17.04%-
3Y Return (annualized)+21.24%-
5Y Return (annualized)+13.08%-
Fund FamilyiShares by BlackRock (US)WisdomTree Investments
CategoryEquityCommodity
StyleLarge Cap BlendCommodities
InceptionMay 15, 2000May 7, 2026

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

IVV vs WDIG 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 WDIG Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Efficient Rare Earth Plus Strategic Metals Fund ETF (WDIG) is an ETF from WisdomTree Investments. Year to date, IVV is up 12.27% versus a loss of 17.90% for WDIG.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while WDIG charges 0.55%. On a $10,000 position that is $3 vs $55 annually, a gap of $52 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for WDIG.

Holdings Overlap

IVV already in WDIG0.2%

At least 0.2% of IVV's money is in holdings WDIG also owns.

Stated as a floor: for WDIG, our book for it covers 85.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 490 positions we hold weights for in IVV and 101 in WDIG, against full books of 508 and 101.

Top Shared Holdings

StockWeight in IVVWeight in WDIGDifference
FCXFreeport-mcmoran Copper & Gold Inc.0.16%2.31%2.15%
ALBAlbemarle Corp.0.02%1.31%1.29%

You are not choosing between two funds in isolation.

Whichever of IVV and WDIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVWDIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WDIG?

IVV has an expense ratio of 0.03% while WDIG charges 0.55%. IVV is the cheaper option, by $52 a year on a $10,000 investment.

Which pays a higher dividend, IVV or WDIG?

IVV yields 1.06% while WDIG yields 0.00%, so IVV currently pays the higher dividend yield.

Is WDIG better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.