IVV vs WCEO
iShares Core S&P 500 ETF vs Hypatia Women CEO ETF
Which is better, IVV or WCEO?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. WCEO is less concentrated, with 14.2% of the fund in its ten largest positions against 38.1%.
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 | WCEO |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $882.6B | $12M |
| Dividend Yield | 1.06% | 0.55% |
| Holdings | 508 | 322 |
| YTD Return | +12.76%Best | +12.53% |
| 1Y Return | +15.57%Best | +15.30% |
| 3Y Return (annualized) | +22.95%Best | +15.64% |
| 5Y Return (annualized) | +13.54% | - |
| Volatility (annualized) | 12.3%Best | 16.1% |
| Max Drawdown | -18.8%Best | -25.9% |
| $10,000 over 3.7 years | $20,612Best | $14,915 |
| Top 10 Weight | 38.1% | 14.2%Best |
| Fund Family | iShares by BlackRock (US) | Hypatia Invest |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Jan 6, 2023 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Jan 9, 2023 to Oct 1, 2026 (3.7 years).
IVV vs WCEO 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 3.7 years both funds cover.
IVV vs WCEO Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Hypatia Women CEO ETF (WCEO) is an ETF from Hypatia Invest. Over the past year IVV returned +15.57% while WCEO returned +15.30%. Year to date, IVV is up 12.76% versus a gain of 12.53% for WCEO.
Over three years, IVV compounded at +22.95% per year against +15.64% for WCEO. Across the full 4-year window we track, IVV has the edge at +21.59% annualized vs +11.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCEO has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 12.3% 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 -18.8% for IVV and -25.9% for WCEO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.06% against 0.55% for WCEO.
Holdings Overlap
5.1% of IVV's money is in holdings WCEO also owns. 30.3% of WCEO's money is in holdings IVV also owns.
The two portfolios partly overlap.
44 positions in common, counted across the 505 positions we hold weights for in IVV and 160 in WCEO, against full books of 508 and 322.
What only one of them owns
Our book lists 97 positions for WCEO that do not appear in our book for IVV (56.6% of the fund), and 453 for IVV that do not appear in WCEO (94.1%).
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.
Top Shared Holdings
| Stock | Weight in IVV | Weight in WCEO | Difference |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | 1.27% | 1.06% | 0.21% |
| MPCMarathon Petroleum Corp | 0.17% | 1.76% | 1.59% |
| KMIKinder Morgan Inc./de | 0.09% | 1.59% | 1.50% |
| CCitigroup Inc. | 0.36% | 0.99% | 0.63% |
| CLXClorox Co. | 0.02% | 1.29% | 1.27% |
| ANETArista Networks Inc. | 0.31% | 0.96% | 0.65% |
| PGRProgressive Corporation | 0.19% | 0.93% | 0.74% |
| USBUS Bancorp | 0.15% | 0.95% | 0.80% |
| SPGIS&p Global Inc. | 0.19% | 0.89% | 0.70% |
| FLEXFlex Ltd. Ordinary Shares | 0.06% | 0.98% | 0.92% |
30.3% of WCEO 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 WCEO?
IVV has an expense ratio of 0.03% while WCEO charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, IVV or WCEO?
Over the past year IVV returned +15.57% vs +15.30% for WCEO, so IVV leads on 1-year performance. Over the longest common window we track (4 years), IVV annualized +21.59% vs +11.41% for WCEO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WCEO?
WCEO has been the more volatile fund at 16.1% annualized versus 12.3% for IVV. Worst drawdown: IVV -18.8% vs WCEO -25.9%.
Should I hold both IVV and WCEO?
IVV and WCEO have a monthly-return correlation of 0.75, 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 WCEO?
30.3% of WCEO's money is in holdings IVV also owns. 30.3% of WCEO's is in holdings IVV also owns. They hold 44 positions in common, counted across the 505 positions we hold weights for in IVV and 160 in WCEO.
Which pays a higher dividend, IVV or WCEO?
IVV yields 1.06% while WCEO yields 0.55%, so IVV currently pays the higher dividend yield.
Is WCEO better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y and the full window. WCEO is less concentrated, with 14.2% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.