IVV vs WOOD
iShares Core S&P 500 ETF vs iShares Global Timber & Forestry ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WOOD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $907.0B | $268M | |
| Dividend Yield | 1.10% | 2.34% | |
| Holdings | 508 | 48 | |
| YTD Return | +12.71% | +0.42% | |
| 1Y Return | +21.89% | +0.06% | |
| 3Y Return (annualized) | +22.08% | +1.83% | |
| 5Y Return (annualized) | +12.96% | -1.79% | |
| Volatility (annualized) | 15.1% | 22.5% | |
| Max Drawdown | -56.5% | -63.8% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 24, 2008 |
IVV vs WOOD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and iShares Global Timber & Forestry ETF (WOOD) is a ETF from iShares by BlackRock (US). Over the past year IVV returned +21.89% while WOOD returned +0.06%. Year to date, IVV is up 12.71% versus a gain of 0.42% for WOOD.
Over three years, IVV compounded at +22.08% per year against +1.83% for WOOD; over five years the annualized figures are +12.96% and -1.79% respectively. Across the full 18-year window we track, IVV has the edge at +7.00% annualized vs +2.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WOOD has been the more volatile fund, with annualized monthly volatility of 22.5% 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 -63.8% for WOOD. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WOOD charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.34% for WOOD.
Holdings Overlap
IVV and WOOD share 3 holdings out of 528 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WOOD?
IVV has an expense ratio of 0.03% while WOOD charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or WOOD?
Over the past year IVV returned +21.89% vs +0.06% for WOOD, so IVV leads on 1-year performance. Over the longest common window we track (18 years), IVV annualized +7.00% vs +2.79% for WOOD. Past performance does not guarantee future results.
Which is riskier, IVV or WOOD?
WOOD has been the more volatile fund at 22.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WOOD -63.8%.
Should I hold both IVV and WOOD?
IVV and WOOD have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WOOD?
IVV and WOOD share 3 common holdings with a 0.1% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, IVV or WOOD?
IVV yields 1.10% while WOOD yields 2.34%, so WOOD currently pays the higher dividend yield.
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