IVV vs WSML
iShares Core S&P 500 ETF vs iShares MSCI World Small-Cap ETF
Which is better, IVV or WSML?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 1Y, WSML over the full window. WSML is less concentrated, with 2.3% of the fund in its ten largest positions against 38.1%.
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 | WSML |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.30% |
| AUM | $882.6B | $660M |
| Dividend Yield | 1.06% | 2.76% |
| Holdings | 508 | 3,540 |
| YTD Return | +13.60%Best | +12.30% |
| 1Y Return | +16.32%Best | +15.89% |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.03% | - |
| Volatility (annualized) | 11.8%Best | 13.4% |
| Max Drawdown | -8.9%Best | -10.7% |
| $10,000 over 1.5 years | $14,582 | $14,692Best |
| Top 10 Weight | 38.1% | 2.3%Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Apr 1, 2025 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 3, 2025 to Oct 2, 2026 (1.5 years).
IVV vs WSML 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 covers the 1.5 years both funds cover.
IVV vs WSML Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and iShares MSCI World Small-Cap ETF (WSML) is an ETF from iShares by BlackRock (US). Over the past year IVV returned +16.32% while WSML returned +15.89%. Year to date, IVV is up 13.60% versus a gain of 12.30% for WSML.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WSML has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.8% 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 -8.9% for IVV and -10.7% for WSML. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WSML charges 0.30%. On a $10,000 position that is $3 vs $30 annually, a gap of $27 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.76% for WSML.
Holdings Overlap
1.6% of IVV's money is in holdings WSML also owns. 6.7% of WSML's money is in holdings IVV also owns.
WSML and IVV share little of their money.
62 positions in common, counted across the 505 positions we hold weights for in IVV and 3,564 in WSML, against full books of 508 and 3,540.
What only one of them owns
Our book lists 1,481 positions for WSML that do not appear in our book for IVV (53.3% of the fund), and 436 for IVV that do not appear in WSML (97.7%).
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 WSML | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.20% | 0.35% | 0.15% |
| MRNAModerna therapeutics | 0.08% | 0.45% | 0.37% |
| GILDGilead Sciences | 0.27% | 0.00% | 0.27% |
| VTRSViatris Inc. | 0.03% | 0.18% | 0.15% |
| ZBRAZebra Technologies Corp | 0.03% | 0.16% | 0.13% |
| APAAPA Corp. | 0.02% | 0.15% | 0.13% |
| AKAMAkamai Technologies Inc. | 0.02% | 0.14% | 0.12% |
| HSTHost Hotels & Resorts Inc | 0.02% | 0.14% | 0.12% |
| ALBAlbemarle Corp. | 0.02% | 0.13% | 0.11% |
| AIZAssurant, Inc. | 0.02% | 0.13% | 0.11% |
You are not choosing between two funds in isolation.
Whichever of IVV and WSML 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 WSML?
IVV has an expense ratio of 0.03% while WSML charges 0.30%. IVV is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, IVV or WSML?
Over the past year IVV returned +16.32% vs +15.89% for WSML, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +28.59% vs +29.24% for WSML. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WSML?
WSML has been the more volatile fund at 13.4% annualized versus 11.8% for IVV. Worst drawdown: IVV -8.9% vs WSML -10.7%.
Should I hold both IVV and WSML?
IVV and WSML have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and WSML?
6.7% of WSML's money is in holdings IVV also owns. 6.7% of WSML's is in holdings IVV also owns. They hold 62 positions in common, counted across the 505 positions we hold weights for in IVV and 3,564 in WSML.
Which pays a higher dividend, IVV or WSML?
IVV yields 1.06% while WSML yields 2.76%, so WSML currently pays the higher dividend yield.
Is WSML better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, WSML over the full window. WSML is less concentrated, with 2.3% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.