IVV vs WSDB
iShares Core S&P 500 ETF vs Weitz Short Duration Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WSDB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $907.0B | $7M | |
| Dividend Yield | 1.10% | 1.29% | |
| Holdings | 508 | 0 | |
| YTD Return | +14.29% | +0.78% | |
| 1Y Return | +21.79% | - | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -0.6% | |
| Fund Family | iShares by BlackRock (US) | Weitz Investment Management, Inc | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Mar 31, 2026 |
IVV vs WSDB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Weitz Short Duration Bond ETF (WSDB) is a ETF from Weitz Investment Management, Inc. Year to date, IVV is up 14.29% versus a gain of 0.78% for WSDB.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -0.6% for WSDB. 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 WSDB 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 1.10% against 1.29% for WSDB.
Frequently Asked Questions
Which is cheaper, IVV or WSDB?
IVV has an expense ratio of 0.03% while WSDB charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which pays a higher dividend, IVV or WSDB?
IVV yields 1.10% while WSDB yields 1.29%, so WSDB currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.