IVV vs WQTM

IVV vs WQTM

Which is better, IVV or WQTM?

Large Cap Blend against Large Cap Growth.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 40.4%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: 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

MetricIVVWQTM
Expense Ratio0.03%Best0.45%
AUM$876.4B$333M
Dividend Yield1.06%0.00%
Holdings50847
YTD Return+12.51%+19.33%Best
1Y Return+17.57%Best+5.48%
3Y Return (annualized)+21.27%-
5Y Return (annualized)+12.95%-
Top 10 Weight37.9%Best40.4%
Fund FamilyiShares by BlackRock (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionMay 15, 2000Oct 9, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs WQTM 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 WQTM Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Quantum Computing Fund ETF (WQTM) is an ETF from WisdomTree Investments. Over the past year IVV returned +17.57% while WQTM returned +5.48%. Year to date, IVV is up 12.51% versus a gain of 19.33% for WQTM.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while WQTM charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for WQTM.

Holdings Overlap

IVV already in WQTM25.8%
WQTM already in IVV39.9%

25.8% of IVV's money is in holdings WQTM also owns. 39.9% of WQTM's money is in holdings IVV also owns.

The two portfolios partly overlap.

18 positions in common, counted across the 505 positions we hold weights for in IVV and 46 in WQTM, against full books of 508 and 47.

What only one of them owns

Our book lists 13 positions for WQTM that do not appear in our book for IVV (32.5% of the fund), and 477 for IVV that do not appear in WQTM (73.5%).

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

StockWeight in IVVWeight in WQTMDifference
NVDANvidia Corp.7.98%2.89%5.09%
MSFTMicrosoft Corp 4.100 Feb 06 375.44%3.87%1.57%
AMZNAmazon.Com Inc4.01%3.26%0.75%
GOOGLAlphabet A Usd 0.0013.19%2.79%0.40%
IBMInternational Business Machines Corp.0.33%3.39%3.06%
AMDAdvanced Micro Devices Inc.1.18%2.30%1.12%
DELLDell Technologies Inc.0.20%3.12%2.92%
CSCOCisco Systems Inc. - Ordinary Shares0.72%2.56%1.84%
INTCIntel Corp.0.72%2.43%1.71%
AMATApplied Materials, Inc.0.64%2.00%1.36%

39.9% of WQTM is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

IVVWQTM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WQTM?

IVV has an expense ratio of 0.03% while WQTM charges 0.45%. IVV is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, IVV or WQTM?

Over the past year IVV returned +17.57% vs +5.48% for WQTM, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between IVV and WQTM?

39.9% of WQTM's money is in holdings IVV also owns. 39.9% of WQTM's is in holdings IVV also owns. They hold 18 positions in common, counted across the 505 positions we hold weights for in IVV and 46 in WQTM.

Which pays a higher dividend, IVV or WQTM?

IVV yields 1.06% while WQTM yields 0.00%, so IVV currently pays the higher dividend yield.

Is WQTM better than IVV?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 40.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.