IVV vs WCMG
iShares Core S&P 500 ETF vs First Trust WCM Global Equity ETF
Which is better, IVV or WCMG?
IVV costs less.
IVV has a lower expense ratio. WCMG is less concentrated, with 37.5% of the fund in its ten largest positions against 37.9%.
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 | WCMG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $876.4B | $3M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 96 |
| YTD Return | +12.51%Best | +8.24% |
| 1Y Return | +17.57% | - |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Top 10 Weight | 37.9% | 37.5%Best |
| Fund Family | iShares by BlackRock (US) | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Apr 21, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs WCMG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs WCMG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and First Trust WCM Global Equity ETF (WCMG) is an ETF from First Trust Portfolios (US). Year to date, IVV is up 12.51% versus a gain of 8.24% for WCMG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while WCMG 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 0.00% for WCMG.
Holdings Overlap
5.0% of IVV's money is in holdings WCMG also owns. 29.9% of WCMG's money is in holdings IVV also owns.
WCMG and IVV share little of their money.
13 positions in common, counted across the 505 positions we hold weights for in IVV and 45 in WCMG, against full books of 508 and 96.
What only one of them owns
Our book lists 9 positions for WCMG that do not appear in our book for IVV (21.0% of the fund), and 482 for IVV that do not appear in WCMG (94.3%).
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 WCMG | Difference |
|---|---|---|---|
| GOOGLAlphabet A Usd 0.001 | 3.19% | 5.20% | 2.01% |
| TPRTapestry Inc. | 0.05% | 3.40% | 3.35% |
| IBKRInteractive Brokers Group Inc | 0.06% | 3.10% | 3.04% |
| GEGeneral Electric Co. | 0.60% | 2.19% | 1.59% |
| WDCWestern Digital Corp. | 0.27% | 2.37% | 2.10% |
| EBAYEbay Inc. | 0.07% | 2.57% | 2.50% |
| VLOValero Energy Corp. | 0.13% | 2.35% | 2.22% |
| SLBSchlumberger Nv. | 0.11% | 1.76% | 1.65% |
| MCKMckesson Corp. | 0.16% | 1.60% | 1.44% |
| APPAppLovin Corp. Com Cl A | 0.17% | 1.49% | 1.32% |
29.9% of WCMG 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 WCMG?
IVV has an expense ratio of 0.03% while WCMG charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
What is the holdings overlap between IVV and WCMG?
29.9% of WCMG's money is in holdings IVV also owns. 29.9% of WCMG's is in holdings IVV also owns. They hold 13 positions in common, counted across the 505 positions we hold weights for in IVV and 45 in WCMG.
Which pays a higher dividend, IVV or WCMG?
IVV yields 1.06% while WCMG yields 0.00%, so IVV currently pays the higher dividend yield.
Is WCMG better than IVV?
IVV has a lower expense ratio. WCMG is less concentrated, with 37.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.