IVV vs WCAP
iShares Core S&P 500 ETF vs WarCap Unconstrained Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WCAP | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $907.0B | $64M | |
| Dividend Yield | 1.10% | 0.04% | |
| Holdings | 508 | 31 | |
| YTD Return | +13.25% | -4.61% | |
| 1Y Return | +19.95% | -7.20% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +12.82% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -15.9% | |
| Fund Family | iShares by BlackRock (US) | Warren Capital Group | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 11, 2025 |
IVV vs WCAP Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WarCap Unconstrained Equity ETF (WCAP) is a ETF from Warren Capital Group. Over the past year IVV returned +19.95% while WCAP returned -7.20%. Year to date, IVV is up 13.25% versus a loss of 4.61% for WCAP.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -15.9% for WCAP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while WCAP charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.04% for WCAP.
Holdings Overlap
IVV and WCAP share 22 holdings out of 513 unique holdings combined, representing a 16.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WCAP?
IVV has an expense ratio of 0.03% while WCAP charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or WCAP?
Over the past year IVV returned +19.95% vs -7.20% for WCAP, so IVV leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between IVV and WCAP?
IVV and WCAP share 22 common holdings with a 16.8% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, IVV or WCAP?
IVV yields 1.10% while WCAP yields 0.04%, so IVV currently pays the higher dividend yield.
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