IVV vs WTLS
iShares Core S&P 500 ETF vs WisdomTree Efficient Long/Short US Equity Fund ETF
Which is better, IVV or WTLS?
Large Cap Blend against Long-Short Strategy.
IVV has a lower expense ratio.
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 | WTLS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.88% |
| AUM | $879.1B | $19M |
| Dividend Yield | 1.09% | 0.00% |
| Holdings | 509 | 564 |
| YTD Return | +11.33% | +20.19%Best |
| 1Y Return | +13.50% | - |
| 3Y Return (annualized) | +20.45% | - |
| 5Y Return (annualized) | +11.61% | - |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Long-Short Strategy |
| Inception | May 15, 2000 | Jan 22, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs WTLS 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 WTLS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Efficient Long/Short US Equity Fund ETF (WTLS) is an ETF from WisdomTree Investments. Year to date, IVV is up 11.33% versus a gain of 20.19% for WTLS.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while WTLS charges 0.88%. On a $10,000 position that is $3 vs $88 annually, a gap of $85 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for WTLS.
Holdings Overlap
At least 23.8% of IVV's money is in holdings WTLS also owns.
Stated as a floor: for WTLS, our book for it covers 94.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and WTLS share little of their money.
182 positions in common, counted across the 490 positions we hold weights for in IVV and 533 in WTLS, against full books of 509 and 564.
Top Shared Holdings
| Stock | Weight in IVV | Weight in WTLS | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 3.61% | 0.70% | 2.91% |
| AMDAdvanced Micro Devices Inc. | 1.26% | -0.19% | 1.45% |
| DOWDow Inc. | 0.04% | 0.81% | 0.77% |
| HDHome Depot Inc/The | 0.50% | 0.32% | 0.18% |
| INTCIntel Corp. | 0.50% | 0.24% | 0.26% |
| MSMorgan Stanley | 0.34% | 0.37% | 0.03% |
| CFCf Industries Holdings Inc. | 0.03% | 0.66% | 0.63% |
| TXNTexas Instruments, Inc | 0.42% | 0.25% | 0.17% |
| CATCaterpillar, Inc. | 0.44% | 0.20% | 0.24% |
| ORCLOracle Corp. | 0.35% | 0.28% | 0.07% |
23.8% of IVV is already inside WTLS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or WTLS?
IVV has an expense ratio of 0.03% while WTLS charges 0.88%. IVV is the cheaper option, by $85 a year on a $10,000 investment.
What is the holdings overlap between IVV and WTLS?
At least 23.8% of IVV's money is in holdings WTLS also owns. Our book for WTLS is partial, so the real figure is this or higher. They hold 182 positions in common, counted across the 490 positions we hold weights for in IVV and 533 in WTLS.
Which pays a higher dividend, IVV or WTLS?
IVV yields 1.09% while WTLS yields 0.00%, so IVV currently pays the higher dividend yield.
Is WTLS better than IVV?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.