IVV vs WSPC

IVV vs WSPC

Which is better, IVV or WSPC?

IVV costs less.

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 45.6%.

Lower Fees: IVVLess Concentrated: IVV

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

MetricIVVWSPC
Expense Ratio0.03%Best0.75%
AUM$876.4B$1M
Dividend Yield1.06%0.00%
Holdings50849
YTD Return+13.32%Best-8.02%
1Y Return+17.08%-
3Y Return (annualized)+22.72%-
5Y Return (annualized)+13.20%-
Top 10 Weight37.8%Best45.6%
Fund FamilyiShares by BlackRock (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMay 15, 2000Jul 9, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IVV vs WSPC 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 WSPC Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Space Economy Fund ETF (WSPC) is an ETF from WisdomTree Investments. Year to date, IVV is up 13.32% versus a loss of 8.02% for WSPC.

Past performance does not guarantee future results.

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 1.06% against 0.00% for WSPC.

Holdings Overlap

IVV already in WSPC1.0%
WSPC already in IVV9.0%

1.0% of IVV's money is in holdings WSPC also owns. 9.0% of WSPC's money is in holdings IVV also owns.

WSPC and IVV share little of their money.

6 positions in common, counted across the 490 positions we hold weights for in IVV and 49 in WSPC, against full books of 508 and 49.

What only one of them owns

Our book lists 21 positions for WSPC that do not appear in our book for IVV (57.9% of the fund), and 476 for IVV that do not appear in WSPC (97.6%).

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

StockWeight in IVVWeight in WSPCDifference
TDYTeledyne Technologies Inc0.04%2.49%2.45%
SATS'echostar Communications Corp. Class 'a''0.02%2.32%2.30%
LMTLockheed Martin Corp0.17%1.41%1.24%
RTXRaytheon Co.0.42%0.96%0.54%
BABoeing Co/the:0.25%0.90%0.65%
NOCNorthrop Grumman Corp.0.11%0.96%0.85%

You are not choosing between two funds in isolation.

Whichever of IVV and WSPC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVWSPC

Free for up to 10 holdings. No account needed.

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, by $72 a year on a $10,000 investment.

What is the holdings overlap between IVV and WSPC?

9.0% of WSPC's money is in holdings IVV also owns. 9.0% of WSPC's is in holdings IVV also owns. They hold 6 positions in common, counted across the 490 positions we hold weights for in IVV and 49 in WSPC.

Which pays a higher dividend, IVV or WSPC?

IVV yields 1.06% while WSPC yields 0.00%, so IVV currently pays the higher dividend yield.

Is WSPC better than IVV?

IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.