IVV vs WCLD
iShares Core S&P 500 ETF vs WisdomTree Cloud Computing Fund
Which is better, IVV or WCLD?
Large Cap Blend against Mid Cap Growth.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. WCLD is less concentrated, with 17.3% of the fund in its ten largest positions against 37.8%.
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 | WCLD |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.45% |
| AUM | $876.4B | $356M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 66 |
| YTD Return | +14.14% | +21.64%Best |
| 1Y Return | +17.30%Best | +11.64% |
| 3Y Return (annualized) | +23.04%Best | +12.04% |
| 5Y Return (annualized) | +13.63%Best | -7.52% |
| Volatility (annualized) | 16.7%Best | 31.3% |
| Max Drawdown | -33.9%Best | -64.9% |
| $10,000 over 5 years | $18,944Best | $6,765 |
| Top 10 Weight | 37.8% | 17.3%Best |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Mid Cap Growth |
| Inception | May 15, 2000 | Sep 6, 2019 |
Volatility and max drawdown are measured over the window both funds cover: Sep 6, 2019 to Sep 22, 2026 (7 years).
IVV vs WCLD 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 7 years both funds cover.
IVV vs WCLD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and WisdomTree Cloud Computing Fund (WCLD) is an ETF from WisdomTree Investments. Over the past year IVV returned +17.30% while WCLD returned +11.64%. Year to date, IVV is up 14.14% versus a gain of 21.64% for WCLD.
Over three years, IVV compounded at +23.04% per year against +12.04% for WCLD; over five years the annualized figures are +13.63% and -7.52% respectively. Across the full 7-year window we track, IVV has the edge at +15.77% annualized vs +7.15%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCLD has been the more volatile fund, with annualized monthly volatility of 31.3% compared with 16.7% 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 -33.9% for IVV and -64.9% for WCLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
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 1.06% against 0.00% for WCLD.
Holdings Overlap
2.4% of IVV's money is in holdings WCLD also owns. 14.2% of WCLD's money is in holdings IVV also owns.
WCLD and IVV share little of their money.
9 positions in common, counted across the 490 positions we hold weights for in IVV and 65 in WCLD, against full books of 508 and 66.
What only one of them owns
Our book lists 52 positions for WCLD that do not appear in our book for IVV (78.0% of the fund), and 473 for IVV that do not appear in WCLD (96.2%).
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 WCLD | Difference |
|---|---|---|---|
| CRMSalesforce Inc Crm Us Equity | 0.32% | 1.87% | 1.55% |
| PLTRPalantir Technologies Inc | 0.65% | 1.44% | 0.79% |
| CRWDCrowdstrike Holdings Inc | 0.35% | 1.62% | 1.27% |
| PANWPalo Alto Networks, Inc | 0.47% | 1.41% | 0.94% |
| NOWServicenow, Inc | 0.23% | 1.63% | 1.40% |
| VEEVVeeva Systems Inc | 0.06% | 1.73% | 1.67% |
| ADBEAdobe Systems | 0.18% | 1.56% | 1.38% |
| WDAYWorkday, Inc., Class A | 0.06% | 1.54% | 1.48% |
| DDOGDatadog Inc | 0.12% | 1.35% | 1.23% |
You are not choosing between two funds in isolation.
Whichever of IVV and WCLD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $42 a year on a $10,000 investment.
Which performed better, IVV or WCLD?
Over the past year IVV returned +17.30% vs +11.64% for WCLD, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +15.77% vs +7.15% for WCLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WCLD?
WCLD has been the more volatile fund at 31.3% annualized versus 16.7% for IVV. Worst drawdown: IVV -33.9% vs WCLD -64.9%.
Should I hold both IVV and WCLD?
IVV and WCLD have a monthly-return correlation of 0.60, 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 WCLD?
14.2% of WCLD's money is in holdings IVV also owns. 14.2% of WCLD's is in holdings IVV also owns. They hold 9 positions in common, counted across the 490 positions we hold weights for in IVV and 65 in WCLD.
Which pays a higher dividend, IVV or WCLD?
IVV yields 1.06% while WCLD yields 0.00%, so IVV currently pays the higher dividend yield.
Is WCLD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. WCLD is less concentrated, with 17.3% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.