IVV vs WISD
iShares Core S&P 500 ETF vs Wisdom Short Duration Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WISD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.42% | |
| AUM | $907.0B | $382M | |
| Dividend Yield | 1.10% | 2.92% | |
| Holdings | 508 | 194 | |
| YTD Return | +12.71% | +1.18% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -0.7% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 19, 2024 |
IVV vs WISD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Wisdom Short Duration Income ETF (WISD) is a ETF from WisdomTree Investments. Year to date, IVV is up 12.71% versus a gain of 1.18% for WISD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.7% for WISD. 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 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 1.10% against 2.92% for WISD.
Holdings Overlap
IVV and WISD share 0 holdings out of 625 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 WISD?
IVV has an expense ratio of 0.03% while WISD 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 WISD?
IVV and WISD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, IVV or WISD?
IVV yields 1.10% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.
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