IVV vs WTLS
iShares Core S&P 500 ETF vs WisdomTree Efficient Long/Short US Equity Fund ETF
Quick Verdict
IVV has a lower expense ratio. WTLS offers more diversification with 574 holdings.
Side-by-Side Comparison
| Metric | IVV | WTLS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.88% | |
| AUM | $907.0B | $18M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 574 | |
| YTD Return | +12.76% | +22.94% | |
| 1Y Return | +20.63% | - | |
| 3Y Return (annualized) | +21.71% | - | |
| 5Y Return (annualized) | +12.87% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -8.9% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 22, 2026 |
IVV vs WTLS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree Efficient Long/Short US Equity Fund ETF (WTLS) is a ETF from WisdomTree Investments. Year to date, IVV is up 12.76% versus a gain of 22.94% for WTLS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -8.9% for WTLS. 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 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 1.10% against 0.00% for WTLS.
Holdings Overlap
IVV and WTLS share 167 holdings out of 890 unique holdings combined, representing a 10.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $85 per year of difference.
What is the holdings overlap between IVV and WTLS?
IVV and WTLS share 167 common holdings with a 10.1% weight overlap. Combined, they hold 890 unique securities.
Which pays a higher dividend, IVV or WTLS?
IVV yields 1.10% while WTLS yields 0.00%, so IVV currently pays the higher dividend yield.
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