IVV vs WCME
iShares Core S&P 500 ETF vs First Trust WCM Developing World Equity ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | WCME | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.95% | |
| AUM | $907.0B | $36M | |
| Dividend Yield | 1.10% | 0.35% | |
| Holdings | 508 | 43 | |
| YTD Return | +12.28% | +8.28% | |
| 1Y Return | +20.94% | +19.64% | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | 17.5% | |
| Max Drawdown | -56.5% | -15.6% | |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Oct 7, 2024 |
IVV vs WCME Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and First Trust WCM Developing World Equity ETF (WCME) is a ETF from First Trust Portfolios (US). Over the past year IVV returned +20.94% while WCME returned +19.64%. Year to date, IVV is up 12.28% versus a gain of 8.28% for WCME.
Risk: Volatility and Drawdowns
WCME has been the more volatile fund, with annualized monthly volatility of 17.5% 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 -15.6% for WCME. 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while WCME charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.35% for WCME.
Holdings Overlap
IVV and WCME share 0 holdings out of 541 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or WCME?
IVV has an expense ratio of 0.03% while WCME charges 0.95%. IVV is the cheaper option. On a $10,000 investment, that is $92 per year of difference.
Which performed better, IVV or WCME?
Over the past year IVV returned +20.94% vs +19.64% for WCME, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +6.98% vs +16.77% for WCME. Past performance does not guarantee future results.
Which is riskier, IVV or WCME?
WCME has been the more volatile fund at 17.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WCME -15.6%.
Should I hold both IVV and WCME?
IVV and WCME have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WCME?
IVV and WCME share 0 common holdings with a 0.0% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, IVV or WCME?
IVV yields 1.10% while WCME yields 0.35%, so IVV currently pays the higher dividend yield.
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