IVV vs WEAT
iShares Core S&P 500 ETF vs Teucrium Wheat 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 | WEAT | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $865.2B | $294M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 29 | |
| YTD Return | +13.72% | +21.80% | |
| 1Y Return | +21.64% | +15.45% | |
| 3Y Return (annualized) | +21.55% | -8.27% | |
| 5Y Return (annualized) | +13.27% | -7.90% | |
| Volatility (annualized) | 15.1% | 23.0% | |
| Max Drawdown | -56.5% | -84.3% | |
| Fund Family | iShares by BlackRock (US) | Teucrium | |
| Category | Equity | Commodity | |
| Inception | May 15, 2000 | Sep 19, 2011 |
IVV vs WEAT Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Teucrium Wheat Fund ETF (WEAT) is a ETF from Teucrium. Over the past year IVV returned +21.64% while WEAT returned +15.45%. Year to date, IVV is up 13.72% versus a gain of 21.80% for WEAT.
Over three years, IVV compounded at +21.55% per year against -8.27% for WEAT; over five years the annualized figures are +13.27% and -7.90% respectively. Across the full 15-year window we track, IVV has the edge at +7.04% annualized vs -10.29%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WEAT has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -84.3% for WEAT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while WEAT charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for WEAT.
Holdings Overlap
IVV and WEAT share 0 holdings out of 506 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 WEAT?
IVV has an expense ratio of 0.03% while WEAT charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or WEAT?
Over the past year IVV returned +21.64% vs +15.45% for WEAT, so IVV leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +7.04% vs -10.29% for WEAT. Past performance does not guarantee future results.
Which is riskier, IVV or WEAT?
WEAT has been the more volatile fund at 23.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WEAT -84.3%.
Should I hold both IVV and WEAT?
IVV and WEAT have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WEAT?
IVV and WEAT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or WEAT?
IVV yields 1.09% while WEAT yields 0.00%, so IVV currently pays the higher dividend yield.
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