IVV vs WOMN
IVV vs WOMN
iShares Core S&P 500 ETF vs Impact Shares Women's Empowerment ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WOMN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.75% | |
| AUM | $865.2B | $56M | |
| Dividend Yield | 1.09% | 1.15% | |
| Holdings | 508 | 204 | |
| YTD Return | +13.80% | +10.12% | |
| 1Y Return | +23.70% | +17.18% | |
| 3Y Return (annualized) | +21.49% | +14.43% | |
| 5Y Return (annualized) | +13.43% | +9.40% | |
| Volatility (annualized) | 15.1% | 16.7% | |
| Max Drawdown | -56.5% | -32.2% | |
| Fund Family | iShares by BlackRock (US) | Impact shares | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 24, 2018 |
IVV vs WOMN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Impact Shares Women's Empowerment ETF (WOMN) is a ETF from Impact shares. Over the past year IVV returned +23.70% while WOMN returned +17.18%. Year to date, IVV is up 13.80% versus a gain of 10.12% for WOMN.
Over three years, IVV compounded at +21.49% per year against +14.43% for WOMN; over five years the annualized figures are +13.43% and +9.40% respectively. Across the full 8-year window we track, WOMN has the edge at +12.98% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WOMN has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -32.2% for WOMN. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while WOMN 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 1.09% against 1.15% for WOMN.
Holdings Overlap
IVV and WOMN share 181 holdings out of 527 unique holdings combined, representing a 39.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in WOMN | Difference |
|---|---|---|---|
| NVDA | 7.76% | 4.24% | 3.52% |
| MSFT | 4.57% | 4.65% | 0.08% |
| GOOGL | 3.15% | 4.40% | 1.25% |
| JPM:US | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| V | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
See all 10 holdings IVV shares with WOMN Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, IVV or WOMN?
IVV has an expense ratio of 0.03% while WOMN charges 0.75%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, IVV or WOMN?
Over the past year IVV returned +23.70% vs +17.18% for WOMN, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.05% vs +12.98% for WOMN. Past performance does not guarantee future results.
Which is riskier, IVV or WOMN?
WOMN has been the more volatile fund at 16.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WOMN -32.2%.
Should I hold both IVV and WOMN?
IVV and WOMN have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and WOMN?
IVV and WOMN share 181 common holdings with a 39.0% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, IVV or WOMN?
IVV yields 1.09% while WOMN yields 1.15%, so WOMN currently pays the higher dividend yield.
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