DDWM vs IVV
WisdomTree Dynamic International Equity Fund vs iShares Core S&P 500 ETF
Which is better, DDWM or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
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 | DDWM | IVV |
|---|---|---|
| Expense Ratio | 0.40% | 0.03%Best |
| AUM | $1.4B | $896.5B |
| Dividend Yield | 2.55% | 1.10% |
| Holdings | 1,482 | 508 |
| YTD Return | +3.66% | +13.59%Best |
| 1Y Return | +9.36% | +17.54%Best |
| 3Y Return (annualized) | +16.79% | +22.46%Best |
| 5Y Return (annualized) | +11.86% | +13.28%Best |
| Volatility (annualized) | 12.3%Best | 15.0% |
| Max Drawdown | -35.0% | -33.9%Best |
| $10,000 over 5 years | $17,514 | $18,654Best |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jan 7, 2016 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Oct 14, 2026 (10.8 years).
DDWM vs IVV 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 covers the 10.8 years both funds cover.
DDWM vs IVV Performance
WisdomTree Dynamic International Equity Fund (DDWM) is an ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year DDWM returned +9.36% while IVV returned +17.54%. Year to date, DDWM is up 3.66% versus a gain of 13.59% for IVV.
Over three years, DDWM compounded at +16.79% per year against +22.46% for IVV; over five years the annualized figures are +11.86% and +13.28% respectively. Across the full 11-year window we track, IVV has the edge at +14.49% annualized vs +9.78%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 12.3% for DDWM. 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 -35.0% for DDWM and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DDWM charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, DDWM currently yields 2.55% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 1,182 holdings in DDWM and 506 in IVV, totalling 93.0% and 99.9% of the two funds. That is not enough of DDWM to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 1,182 positions we hold weights for in DDWM and 506 in IVV, against full books of 1,482 and 508.
Top Shared Holdings
| Stock | Weight in DDWM | Weight in IVV | Difference |
|---|---|---|---|
| BGBunge Global Sa Common Shares | 0.03% | 0.03% | 0.00% |
You are not choosing between two funds in isolation.
Whichever of DDWM and IVV 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, DDWM or IVV?
DDWM has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, DDWM or IVV?
Over the past year DDWM returned +9.36% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +9.78% vs +14.49% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DDWM or IVV?
IVV has been the more volatile fund at 15.0% annualized versus 12.3% for DDWM. Worst drawdown: DDWM -35.0% vs IVV -33.9%.
Should I hold both DDWM and IVV?
DDWM and IVV have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DDWM or IVV?
DDWM yields 2.55% while IVV yields 1.10%, so DDWM currently pays the higher dividend yield.
Is IVV better than DDWM?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.