IVV vs WSMD
iShares Core S&P 500 ETF vs Wasatch Small/Mid Cap ETF
Which is better, IVV or WSMD?
Large Cap Blend against Mid Cap Blend.
IVV has a lower expense ratio. WSMD is less concentrated, with 19.1% of the fund in its ten largest positions against 38.9%.
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 | WSMD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.75% |
| AUM | $896.5B | $12M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 184 |
| YTD Return | +13.59%Best | -4.50% |
| 1Y Return | +17.54% | - |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Top 10 Weight | 38.9% | 19.1%Best |
| Fund Family | iShares by BlackRock (US) | Wasatch Global Investors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Blend |
| Inception | May 15, 2000 | Jul 29, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs WSMD 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 WSMD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Wasatch Small/Mid Cap ETF (WSMD) is an ETF from Wasatch Global Investors. Year to date, IVV is up 13.59% versus a loss of 4.50% for WSMD.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while WSMD charges 0.75%. On a $10,000 position that is $3 vs $75 annually, a gap of $72 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for WSMD.
Holdings Overlap
0.6% of IVV's money is in holdings WSMD also owns. 12.2% of WSMD's money is in holdings IVV also owns.
WSMD and IVV share little of their money.
10 positions in common, counted across the 506 positions we hold weights for in IVV and 90 in WSMD, against full books of 508 and 184.
What only one of them owns
Our book lists 78 positions for WSMD that do not appear in our book for IVV (85.0% of the fund), and 490 for IVV that do not appear in WSMD (98.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in WSMD | Difference |
|---|---|---|---|
| WSTWest Pharmaceutical Services Inc | 0.04% | 1.83% | 1.79% |
| ISRGIntuitive Surgical Inc. | 0.21% | 1.39% | 1.18% |
| AMEAmetek Inc | 0.09% | 1.25% | 1.16% |
| HSTHost Hotels & Resorts Inc | 0.02% | 1.30% | 1.28% |
| MPWRMonolithic Power Systems Inc | 0.10% | 1.20% | 1.10% |
| UHSUniversal Health Services Inc. | 0.01% | 1.20% | 1.19% |
| TYLTyler Technologies Inc | 0.02% | 1.13% | 1.11% |
| VTRSViatris | 0.03% | 1.09% | 1.06% |
| NDAQNasdaq Inc. | 0.06% | 0.89% | 0.83% |
| SWKStanley Black Decker Inc. | 0.02% | 0.89% | 0.87% |
You are not choosing between two funds in isolation.
Whichever of IVV and WSMD 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 WSMD?
IVV has an expense ratio of 0.03% while WSMD charges 0.75%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between IVV and WSMD?
12.2% of WSMD's money is in holdings IVV also owns. 12.2% of WSMD's is in holdings IVV also owns. They hold 10 positions in common, counted across the 506 positions we hold weights for in IVV and 90 in WSMD.
Which pays a higher dividend, IVV or WSMD?
IVV yields 1.10% while WSMD yields 0.00%, so IVV currently pays the higher dividend yield.
Is WSMD better than IVV?
IVV has a lower expense ratio. WSMD is less concentrated, with 19.1% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.