IVV vs YLDW
iShares Core S&P 500 ETF vs Westwood Enhanced Income Opportunity ETF
Which is better, IVV or YLDW?
Large Cap Blend against Allocation/Balanced.
IVV has a lower expense ratio. IVV led over 1Y.
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 | YLDW |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $850.0B | $42M |
| Dividend Yield | 1.09% | 7.46% |
| Holdings | 1,018 | 281 |
| YTD Return | +8.54%Best | +3.11% |
| 1Y Return | +10.97%Best | +4.39% |
| 3Y Return (annualized) | +20.51% | - |
| 5Y Return (annualized) | +10.97% | - |
| Fund Family | iShares by BlackRock (US) | Westwood Funds |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Blend | Allocation/Balanced |
| Inception | May 15, 2000 | Dec 11, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs YLDW 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 YLDW Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is an ETF from Westwood Funds. Over the past year IVV returned +10.97% while YLDW returned +4.39%. Year to date, IVV is up 8.54% versus a gain of 3.11% for YLDW.
Past performance does not guarantee future results.
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 1.09% against 7.46% for YLDW.
You are not choosing between two funds in isolation.
Whichever of IVV and YLDW you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $76 a year on a $10,000 investment.
Which performed better, IVV or YLDW?
Over the past year IVV returned +10.97% vs +4.39% for YLDW, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which pays a higher dividend, IVV or YLDW?
IVV yields 1.09% while YLDW yields 7.46%, so YLDW currently pays the higher dividend yield.
Is YLDW better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.