IVV vs WZRD
iShares Core S&P 500 ETF vs Opportunistic Trader 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 | WZRD | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.07% | |
| AUM | $907.0B | $16M | |
| Dividend Yield | 1.10% | - | |
| Holdings | 508 | 20 | |
| YTD Return | +12.71% | -96.09% | |
| 1Y Return | +21.89% | -96.58% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 86.5% | |
| Max Drawdown | -56.5% | -98.2% | |
| Fund Family | iShares by BlackRock (US) | Opportunistic Trader | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Mar 19, 2024 |
IVV vs WZRD Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Opportunistic Trader ETF (WZRD) is a ETF from Opportunistic Trader. Over the past year IVV returned +21.89% while WZRD returned -96.58%. Year to date, IVV is up 12.71% versus a loss of 96.09% for WZRD.
Risk: Volatility and Drawdowns
WZRD has been the more volatile fund, with annualized monthly volatility of 86.5% 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 -98.2% for WZRD. 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 -0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while WZRD charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period.
Frequently Asked Questions
Which is cheaper, IVV or WZRD?
IVV has an expense ratio of 0.03% while WZRD charges 1.07%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, IVV or WZRD?
Over the past year IVV returned +21.89% vs -96.58% for WZRD, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.00% vs -94.37% for WZRD. Past performance does not guarantee future results.
Which is riskier, IVV or WZRD?
WZRD has been the more volatile fund at 86.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs WZRD -98.2%.
Should I hold both IVV and WZRD?
IVV and WZRD have a monthly-return correlation of -0.17, so combining them can provide real diversification depending on your allocation goals.
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