IVV vs WCLD
iShares Core S&P 500 ETF vs WisdomTree Cloud Computing Fund
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WCLD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $263M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 66 | |
| YTD Return | +13.72% | +17.08% | |
| 1Y Return | +21.64% | +20.31% | |
| 3Y Return (annualized) | +21.55% | +8.16% | |
| 5Y Return (annualized) | +13.27% | -7.42% | |
| Volatility (annualized) | 15.1% | 30.6% | |
| Max Drawdown | -56.5% | -64.9% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Sep 6, 2019 |
IVV vs WCLD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree Cloud Computing Fund (WCLD) is a ETF from WisdomTree Investments. Over the past year IVV returned +21.64% while WCLD returned +20.31%. Year to date, IVV is up 13.72% versus a gain of 17.08% for WCLD.
Over three years, IVV compounded at +21.55% per year against +8.16% for WCLD; over five years the annualized figures are +13.27% and -7.42% respectively. Across the full 7-year window we track, IVV has the edge at +7.04% annualized vs +6.68%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCLD has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -64.9% for WCLD. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while WCLD 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 WCLD.
Holdings Overlap
IVV and WCLD share 9 holdings out of 561 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WCLD?
IVV has an expense ratio of 0.03% while WCLD 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 WCLD?
Over the past year IVV returned +21.64% vs +20.31% for WCLD, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.04% vs +6.68% for WCLD. Past performance does not guarantee future results.
Which is riskier, IVV or WCLD?
WCLD has been the more volatile fund at 30.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WCLD -64.9%.
Should I hold both IVV and WCLD?
IVV and WCLD have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WCLD?
IVV and WCLD share 9 common holdings with a 1.9% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, IVV or WCLD?
IVV yields 1.09% while WCLD yields 0.00%, so IVV currently pays the higher dividend yield.
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