IVV vs WCBR
iShares Core S&P 500 ETF vs WisdomTree Cybersecurity Fund
Which is better, IVV or WCBR?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 5Y and the full window, WCBR over 1Y and 3Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.6%.
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 | WCBR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.45% |
| AUM | $886.7B | $135M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 32 |
| YTD Return | +13.39% | +46.50%Best |
| 1Y Return | +20.08% | +31.74%Best |
| 3Y Return (annualized) | +21.29% | +23.60%Best |
| 5Y Return (annualized) | +12.88%Best | +7.00% |
| Volatility (annualized) | 15.1%Best | 29.3% |
| Max Drawdown | -24.5%Best | -52.3% |
| $10,000 over 5 years | $18,327Best | $14,026 |
| Top 10 Weight | 37.9%Best | 57.6% |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Jan 28, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2021 to Sep 4, 2026 (5.6 years).
IVV vs WCBR 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 5.6 years both funds cover.
IVV vs WCBR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Cybersecurity Fund (WCBR) is an ETF from WisdomTree Investments. Over the past year IVV returned +20.08% while WCBR returned +31.74%. Year to date, IVV is up 13.39% versus a gain of 46.50% for WCBR.
Over three years, IVV compounded at +21.29% per year against +23.60% for WCBR; over five years the annualized figures are +12.88% and +7.00% respectively. Across the full 6-year window we track, IVV has the edge at +15.16% annualized vs +9.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCBR has been the more volatile fund, with annualized monthly volatility of 29.3% 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 -24.5% for IVV and -52.3% for WCBR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while WCBR charges 0.45%. On a $10,000 position that is $3 vs $45 annually, a gap of $42 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for WCBR.
Holdings Overlap
1.1% of IVV's money is in holdings WCBR also owns. 31.7% of WCBR's money is in holdings IVV also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 504 positions we hold weights for in IVV and 25 in WCBR, against full books of 508 and 32.
What only one of them owns
Our book lists 14 positions for WCBR that do not appear in our book for IVV (55.7% of the fund), and 487 for IVV that do not appear in WCBR (98.1%).
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.
31.7% of WCBR is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or WCBR?
IVV has an expense ratio of 0.03% while WCBR charges 0.45%. IVV is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, IVV or WCBR?
Over the past year IVV returned +20.08% vs +31.74% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +15.16% vs +9.09% for WCBR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WCBR?
WCBR has been the more volatile fund at 29.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -24.5% vs WCBR -52.3%.
Should I hold both IVV and WCBR?
IVV and WCBR have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and WCBR?
31.7% of WCBR's money is in holdings IVV also owns. 31.7% of WCBR's is in holdings IVV also owns. They hold 6 positions in common, counted across the 504 positions we hold weights for in IVV and 25 in WCBR.
Which pays a higher dividend, IVV or WCBR?
IVV yields 1.10% while WCBR yields 0.00%, so IVV currently pays the higher dividend yield.
Is WCBR better than IVV?
IVV has a lower expense ratio. IVV led over 5Y and the full window, WCBR over 1Y and 3Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 57.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.