IVV vs WWJD
iShares Core S&P 500 ETF vs Inspire International ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WWJD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.66% | |
| AUM | $907.0B | $569M | |
| Dividend Yield | 1.10% | 2.49% | |
| Holdings | 508 | 218 | |
| YTD Return | +12.28% | +12.90% | |
| 1Y Return | +20.94% | +19.23% | |
| 3Y Return (annualized) | +21.81% | +17.87% | |
| 5Y Return (annualized) | +13.05% | +8.73% | |
| Volatility (annualized) | 15.1% | 18.7% | |
| Max Drawdown | -56.5% | -35.8% | |
| Fund Family | iShares by BlackRock (US) | Inspire ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 30, 2019 |
IVV vs WWJD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Inspire International ETF (WWJD) is a ETF from Inspire ETFs. Over the past year IVV returned +20.94% while WWJD returned +19.23%. Year to date, IVV is up 12.28% versus a gain of 12.90% for WWJD.
Over three years, IVV compounded at +21.81% per year against +17.87% for WWJD; over five years the annualized figures are +13.05% and +8.73% respectively. Across the full 7-year window we track, WWJD has the edge at +11.59% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WWJD has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -35.8% for WWJD. 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WWJD charges 0.66%. On a $10,000 position that is $3 vs $66 annually, a gap of $63 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.49% for WWJD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, IVV or WWJD?
IVV has an expense ratio of 0.03% while WWJD charges 0.66%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, IVV or WWJD?
Over the past year IVV returned +20.94% vs +19.23% for WWJD, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +6.98% vs +11.59% for WWJD. Past performance does not guarantee future results.
Which is riskier, IVV or WWJD?
WWJD has been the more volatile fund at 18.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WWJD -35.8%.
Should I hold both IVV and WWJD?
IVV and WWJD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WWJD?
IVV and WWJD share 2 common holdings with a 0.2% weight overlap. Combined, they hold 702 unique securities.
Which pays a higher dividend, IVV or WWJD?
IVV yields 1.10% while WWJD yields 2.49%, so WWJD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.