IVV vs WSGE
iShares Core S&P 500 ETF vs Warren Street Global Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WSGE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.80% | |
| AUM | $907.0B | $63M | |
| Dividend Yield | 1.10% | 0.24% | |
| Holdings | 508 | 137 | |
| YTD Return | +13.22% | +14.34% | |
| 1Y Return | +21.62% | - | |
| 3Y Return (annualized) | +22.17% | - | |
| 5Y Return (annualized) | +13.42% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -9.3% | |
| Fund Family | iShares by BlackRock (US) | Warren Street Wealth Advisors, LLC | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 10, 2025 |
IVV vs WSGE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Warren Street Global Equity ETF (WSGE) is a ETF from Warren Street Wealth Advisors, LLC. Year to date, IVV is up 13.22% versus a gain of 14.34% for WSGE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -9.3% for WSGE. 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 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 1.10% against 0.24% for WSGE.
Holdings Overlap
IVV and WSGE share 34 holdings out of 606 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $77 per year of difference.
What is the holdings overlap between IVV and WSGE?
IVV and WSGE share 34 common holdings with a 4.3% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, IVV or WSGE?
IVV yields 1.10% while WSGE yields 0.24%, so IVV currently pays the higher dividend yield.
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