IVV vs WLDR
iShares Core S&P 500 ETF vs Simplify Affinity World Leaders Equity ETF
Quick Verdict
IVV has a lower expense ratio. WLDR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WLDR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.67% | |
| AUM | $907.0B | $96M | |
| Dividend Yield | 1.10% | 1.30% | |
| Holdings | 508 | 116 | |
| YTD Return | +12.28% | +31.25% | |
| 1Y Return | +20.94% | +49.00% | |
| 3Y Return (annualized) | +21.81% | +32.26% | |
| 5Y Return (annualized) | +13.05% | +18.91% | |
| Volatility (annualized) | 15.1% | 18.7% | |
| Max Drawdown | -56.5% | -47.1% | |
| Fund Family | iShares by BlackRock (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 16, 2018 |
IVV vs WLDR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Simplify Affinity World Leaders Equity ETF (WLDR) is a ETF from Simplify Exchange Traded Funds. Over the past year IVV returned +20.94% while WLDR returned +49.00%. Year to date, IVV is up 12.28% versus a gain of 31.25% for WLDR.
Over three years, IVV compounded at +21.81% per year against +32.26% for WLDR; over five years the annualized figures are +13.05% and +18.91% respectively. Across the full 9-year window we track, WLDR has the edge at +11.54% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WLDR has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -47.1% for WLDR. 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WLDR charges 0.67%. On a $10,000 position that is $3 vs $67 annually, a gap of $64 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.30% for WLDR.
Holdings Overlap
IVV and WLDR share 50 holdings out of 567 unique holdings combined, representing a 7.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WLDR?
IVV has an expense ratio of 0.03% while WLDR charges 0.67%. IVV is the cheaper option. On a $10,000 investment, that is $64 per year of difference.
Which performed better, IVV or WLDR?
Over the past year IVV returned +20.94% vs +49.00% for WLDR, so WLDR leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +6.98% vs +11.54% for WLDR. Past performance does not guarantee future results.
Which is riskier, IVV or WLDR?
WLDR has been the more volatile fund at 18.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WLDR -47.1%.
Should I hold both IVV and WLDR?
IVV and WLDR have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WLDR?
IVV and WLDR share 50 common holdings with a 7.4% weight overlap. Combined, they hold 567 unique securities.
Which pays a higher dividend, IVV or WLDR?
IVV yields 1.10% while WLDR yields 1.30%, so WLDR currently pays the higher dividend yield.
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