IVV vs WTRE
iShares Core S&P 500 ETF vs WisdomTree New Economy Real Estate Fund
Quick Verdict
IVV has a lower expense ratio. WTRE delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WTRE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.58% | |
| AUM | $865.2B | $16M | |
| Dividend Yield | 1.09% | 2.27% | |
| Holdings | 508 | 62 | |
| YTD Return | +13.72% | +14.47% | |
| 1Y Return | +21.64% | +30.49% | |
| 3Y Return (annualized) | +21.55% | +16.13% | |
| 5Y Return (annualized) | +13.27% | +0.77% | |
| Volatility (annualized) | 15.1% | 21.2% | |
| Max Drawdown | -56.5% | -75.9% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 5, 2007 |
IVV vs WTRE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree New Economy Real Estate Fund (WTRE) is a ETF from WisdomTree Investments. Over the past year IVV returned +21.64% while WTRE returned +30.49%. Year to date, IVV is up 13.72% versus a gain of 14.47% for WTRE.
Over three years, IVV compounded at +21.55% per year against +16.13% for WTRE; over five years the annualized figures are +13.27% and +0.77% respectively. Across the full 19-year window we track, IVV has the edge at +7.04% annualized vs -3.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTRE has been the more volatile fund, with annualized monthly volatility of 21.2% compared with 15.1% 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 -56.5% for IVV and -75.9% for WTRE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WTRE charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.27% for WTRE.
Holdings Overlap
IVV and WTRE share 9 holdings out of 557 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WTRE?
IVV has an expense ratio of 0.03% while WTRE charges 0.58%. IVV is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, IVV or WTRE?
Over the past year IVV returned +21.64% vs +30.49% for WTRE, so WTRE leads on 1-year performance. Over the longest common window we track (19 years), IVV annualized +7.04% vs -3.07% for WTRE. Past performance does not guarantee future results.
Which is riskier, IVV or WTRE?
WTRE has been the more volatile fund at 21.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WTRE -75.9%.
Should I hold both IVV and WTRE?
IVV and WTRE have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WTRE?
IVV and WTRE share 9 common holdings with a 0.8% weight overlap. Combined, they hold 557 unique securities.
Which pays a higher dividend, IVV or WTRE?
IVV yields 1.09% while WTRE yields 2.27%, so WTRE currently pays the higher dividend yield.
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