IVV vs WCBR
iShares Core S&P 500 ETF vs WisdomTree Cybersecurity Fund
Quick Verdict
IVV has a lower expense ratio. WCBR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WCBR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $104M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 32 | |
| YTD Return | +14.50% | +60.85% | |
| 1Y Return | +22.02% | +45.91% | |
| 3Y Return (annualized) | +21.80% | +30.68% | |
| 5Y Return (annualized) | +13.37% | +10.93% | |
| Volatility (annualized) | 15.1% | 29.7% | |
| Max Drawdown | -56.5% | -52.3% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 26, 2021 |
IVV vs WCBR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree Cybersecurity Fund (WCBR) is a ETF from WisdomTree Investments. Over the past year IVV returned +22.02% while WCBR returned +45.91%. Year to date, IVV is up 14.50% versus a gain of 60.85% for WCBR.
Over three years, IVV compounded at +21.80% per year against +30.68% for WCBR; over five years the annualized figures are +13.37% and +10.93% respectively. Across the full 6-year window we track, WCBR has the edge at +11.05% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCBR has been the more volatile fund, with annualized monthly volatility of 29.7% 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 -52.3% for WCBR. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 0.00% for WCBR.
Holdings Overlap
IVV and WCBR share 6 holdings out of 524 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or WCBR?
Over the past year IVV returned +22.02% vs +45.91% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.07% vs +11.05% for WCBR. Past performance does not guarantee future results.
Which is riskier, IVV or WCBR?
WCBR has been the more volatile fund at 29.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WCBR -52.3%.
Should I hold both IVV and WCBR?
IVV and WCBR have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WCBR?
IVV and WCBR share 6 common holdings with a 1.1% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, IVV or WCBR?
IVV yields 1.09% while WCBR yields 0.00%, so IVV currently pays the higher dividend yield.
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