IVV vs YLDW
iShares Core S&P 500 ETF vs Westwood Enhanced Income Opportunity ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | YLDW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $907.0B | $38M | |
| Dividend Yield | 1.10% | 5.19% | |
| Holdings | 508 | 146 | |
| YTD Return | +12.28% | +7.17% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -5.7% | |
| Fund Family | iShares by BlackRock (US) | Westwood Funds | |
| Category | Equity | Allocation/Balanced | |
| Inception | May 15, 2000 | Dec 11, 2025 |
IVV vs YLDW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is a ETF from Westwood Funds. Year to date, IVV is up 12.28% versus a gain of 7.17% for YLDW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -5.7% for YLDW. 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 YLDW charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 5.19% for YLDW.
Holdings Overlap
IVV and YLDW share 32 holdings out of 515 unique holdings combined, representing a 20.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or YLDW?
IVV has an expense ratio of 0.03% while YLDW charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between IVV and YLDW?
IVV and YLDW share 32 common holdings with a 20.7% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, IVV or YLDW?
IVV yields 1.10% while YLDW yields 5.19%, so YLDW currently pays the higher dividend yield.
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