IVV vs WIMA
iShares Core S&P 500 ETF vs WisdomTree International Adaptive Moving Average Fund ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WIMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.42% | |
| AUM | $865.2B | $69M | |
| Dividend Yield | 1.09% | 1.00% | |
| Holdings | 508 | 490 | |
| YTD Return | +14.50% | +14.20% | |
| 1Y Return | +22.02% | - | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.8% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 12, 2026 |
IVV vs WIMA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is a ETF from WisdomTree Investments. Year to date, IVV is up 14.50% versus a gain of 14.20% for WIMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.8% for WIMA. 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 WIMA charges 0.42%. On a $10,000 position that is $3 vs $42 annually, a gap of $39 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 1.00% for WIMA.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or WIMA?
IVV has an expense ratio of 0.03% while WIMA charges 0.42%. IVV is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between IVV and WIMA?
IVV and WIMA share 2 common holdings with a 0.2% weight overlap. Combined, they hold 989 unique securities.
Which pays a higher dividend, IVV or WIMA?
IVV yields 1.09% while WIMA yields 1.00%, so IVV currently pays the higher dividend yield.
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