IVV vs WSGE
iShares Core S&P 500 ETF vs Warren Street Global Equity ETF
Which is better, IVV or WSGE?
IVV costs less.
IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 66.3%.
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
| Metric | IVV | WSGE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.80% |
| AUM | $876.4B | $62M |
| Dividend Yield | 1.06% | 0.24% |
| Holdings | 508 | 137 |
| YTD Return | +11.57% | +12.67%Best |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Top 10 Weight | 37.9%Best | 66.3% |
| Fund Family | iShares by BlackRock (US) | Warren Street Wealth Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Dec 10, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs WSGE 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 WSGE Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Warren Street Global Equity ETF (WSGE) is an ETF from Warren Street Wealth Advisors, LLC. Year to date, IVV is up 11.57% versus a gain of 12.67% for WSGE.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while WSGE charges 0.80%. On a $10,000 position that is $3 vs $80 annually, a gap of $77 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.24% for WSGE.
Holdings Overlap
12.2% of IVV's money is in holdings WSGE also owns. 4.7% of WSGE's money is in holdings IVV also owns.
IVV and WSGE share little of their money.
34 positions in common, counted across the 505 positions we hold weights for in IVV and 135 in WSGE, against full books of 508 and 137.
What only one of them owns
Our book lists 96 positions for WSGE that do not appear in our book for IVV (94.8% of the fund), and 461 for IVV that do not appear in WSGE (87.1%).
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
| Stock | Weight in IVV | Weight in WSGE | Difference |
|---|---|---|---|
| JPMJpmorgan Chase & Co. | 1.45% | 0.60% | 0.85% |
| BRK.BBerkshire Hathaway B | 1.43% | 0.26% | 1.17% |
| JNJJohnson & Johnson | 0.93% | 0.43% | 0.50% |
| ABBVAbbvie Inc. | 0.65% | 0.54% | 0.11% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.72% | 0.18% | 0.54% |
| BACBank Of America Corp. | 0.62% | 0.12% | 0.50% |
| HDHome Depot Inc/The | 0.53% | 0.12% | 0.41% |
| RTXRaytheon Technologies Corp | 0.45% | 0.19% | 0.26% |
| GSGoldman Sachs Group Inc. | 0.47% | 0.13% | 0.34% |
| KOCoca Cola Co. | 0.51% | 0.04% | 0.47% |
You are not choosing between two funds in isolation.
Whichever of IVV and WSGE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or WSGE?
IVV has an expense ratio of 0.03% while WSGE charges 0.80%. IVV is the cheaper option, by $77 a year on a $10,000 investment.
What is the holdings overlap between IVV and WSGE?
12.2% of IVV's money is in holdings WSGE also owns. 4.7% of WSGE's is in holdings IVV also owns. They hold 34 positions in common, counted across the 505 positions we hold weights for in IVV and 135 in WSGE.
Which pays a higher dividend, IVV or WSGE?
IVV yields 1.06% while WSGE yields 0.24%, so IVV currently pays the higher dividend yield.
Is WSGE better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 66.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.