IVV vs WIMA
iShares Core S&P 500 ETF vs WisdomTree International Adaptive Moving Average Fund ETF
Which is better, IVV or WIMA?
IVV costs less.
IVV has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.8%.
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
| Metric | IVV | WIMA |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.42% |
| AUM | $876.4B | $72M |
| Dividend Yield | 1.06% | 0.96% |
| Holdings | 508 | 500 |
| YTD Return | +12.39%Best | +10.74% |
| 1Y Return | +16.61% | - |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Top 10 Weight | 37.8% | 16.1%Best |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Mar 12, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs WIMA 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 WIMA Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is an ETF from WisdomTree Investments. Year to date, IVV is up 12.39% versus a gain of 10.74% for WIMA.
Past performance does not guarantee future results.
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 1.06% against 0.96% for WIMA.
Holdings Overlap
0.6% of IVV's money is in holdings WIMA also owns. 0.1% of WIMA's money is in holdings IVV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 490 positions we hold weights for in IVV and 482 in WIMA, against full books of 508 and 500.
What only one of them owns
Our book lists 10 positions for WIMA that do not appear in our book for IVV (1.1% of the fund), and 481 for IVV that do not appear in WIMA (98.1%).
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
| Stock | Weight in IVV | Weight in WIMA | Difference |
|---|---|---|---|
| MRKMerck & Company Inc | 0.55% | 0.10% | 0.45% |
You are not choosing between two funds in isolation.
Whichever of IVV and WIMA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $39 a year on a $10,000 investment.
Which pays a higher dividend, IVV or WIMA?
IVV yields 1.06% while WIMA yields 0.96%, so IVV currently pays the higher dividend yield.
Is WIMA better than IVV?
IVV has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.