IVV vs WISD

IVV vs WISD

Which is better, IVV or WISD?

Large Cap Blend against Short Term Bond.

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

MetricIVVWISD
Expense Ratio0.03%Best0.42%
AUM$876.4B$382M
Dividend Yield1.06%2.92%
Holdings508194
Fund FamilyiShares by BlackRock (US)WisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap BlendShort Term Bond
InceptionMay 15, 2000Dec 19, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 98 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IVV has data through Sep 11, 2026 and WISD through Jun 5, 2026.

Fees and Cost Over Time

IVV charges 0.03% per year while WISD 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 2.92% for WISD.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 120 in WISD, totalling 100.0% and 68.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 217 days apart, IVV as of Aug 5, 2026 and WISD as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 505 positions we hold weights for in IVV and 120 in WISD, against full books of 508 and 194.

You are not choosing between two funds in isolation.

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

IVVWISD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WISD?

IVV has an expense ratio of 0.03% while WISD charges 0.42%. IVV is the cheaper option, by $39 a year on a $10,000 investment.

Which pays a higher dividend, IVV or WISD?

IVV yields 1.06% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

Is WISD 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.