IVV vs WCEO
iShares Core S&P 500 ETF vs Hypatia Women CEO ETF
Quick Verdict
IVV has a lower expense ratio. WCEO delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WCEO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $865.2B | $10M | |
| Dividend Yield | 1.09% | 0.55% | |
| Holdings | 508 | 155 | |
| YTD Return | +14.50% | +20.17% | |
| 1Y Return | +22.02% | +24.85% | |
| 3Y Return (annualized) | +21.80% | +15.46% | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 16.3% | |
| Max Drawdown | -56.5% | -25.9% | |
| Fund Family | iShares by BlackRock (US) | Hypatia Invest | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 6, 2023 |
IVV vs WCEO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Hypatia Women CEO ETF (WCEO) is a ETF from Hypatia Invest. Over the past year IVV returned +22.02% while WCEO returned +24.85%. Year to date, IVV is up 14.50% versus a gain of 20.17% for WCEO.
Over three years, IVV compounded at +21.80% per year against +15.46% for WCEO. Across the full 4-year window we track, WCEO has the edge at +13.93% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCEO has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -56.5% for IVV and -25.9% for WCEO. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while WCEO charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.55% for WCEO.
Holdings Overlap
IVV and WCEO share 47 holdings out of 610 unique holdings combined, representing a 5.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WCEO?
IVV has an expense ratio of 0.03% while WCEO charges 0.85%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or WCEO?
Over the past year IVV returned +22.02% vs +24.85% for WCEO, so WCEO leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +7.07% vs +13.93% for WCEO. Past performance does not guarantee future results.
Which is riskier, IVV or WCEO?
WCEO has been the more volatile fund at 16.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WCEO -25.9%.
Should I hold both IVV and WCEO?
IVV and WCEO have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WCEO?
IVV and WCEO share 47 common holdings with a 5.3% weight overlap. Combined, they hold 610 unique securities.
Which pays a higher dividend, IVV or WCEO?
IVV yields 1.09% while WCEO yields 0.55%, so IVV currently pays the higher dividend yield.
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