IVV vs WSPC

IVV vs WSPC
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVWSPCWinner
Expense Ratio0.03%0.75%
AUM$886.7B$1M
Dividend Yield1.10%0.00%
Holdings50850
YTD Return+12.92%-8.66%
1Y Return+21.22%-
3Y Return (annualized)+20.95%-
5Y Return (annualized)+12.76%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-17.5%
Fund FamilyiShares by BlackRock (US)WisdomTree Investments
CategoryEquityEquity
InceptionMay 15, 2000Jul 9, 2026

IVV vs WSPC Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree Space Economy Fund ETF (WSPC) is a ETF from WisdomTree Investments. Year to date, IVV is up 12.92% versus a loss of 8.66% for WSPC.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -17.5% for WSPC. 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 WSPC charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for WSPC.

Holdings Overlap

1.1%overlap

IVV and WSPC share 6 holdings out of 549 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in WSPCDifference
TDY0.05%2.41%2.36%
SATS0.02%2.08%2.06%
LMT0.18%1.38%1.20%
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BAProProPro
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Frequently Asked Questions

Which is cheaper, IVV or WSPC?

IVV has an expense ratio of 0.03% while WSPC charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

What is the holdings overlap between IVV and WSPC?

IVV and WSPC share 6 common holdings with a 1.1% weight overlap. Combined, they hold 549 unique securities.

Which pays a higher dividend, IVV or WSPC?

IVV yields 1.10% while WSPC yields 0.00%, so IVV currently pays the higher dividend yield.

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