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SPWO vs IVV

SP Funds S&P World ETF vs iShares Core S&P 500 ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • IVV costs 0.52% less per year.
  • IVV is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; IVV covers north america.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOIVV
Annual cost (TER)0.55%0.03%
Fund size (AUM)$156M$797.5B
Since20232000
Dividend yield1.13%1.12%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+46.8%+29.5%
CAGR 3YN/A+23.2%
CAGR 5YN/A+14.0%
Sharpe 3YN/A1.25
Volatility 1Y19.56%11.96%
Max drawdown-18.02%-33.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPWO and IVV