IVV vs WZRD
iShares Core S&P 500 ETF vs Opportunistic Trader ETF
Which is better, IVV or WZRD?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | WZRD |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.07% |
| AUM | $876.4B | $16M |
| Dividend Yield | 1.06% | 15.13% |
| Holdings | 508 | 20 |
| YTD Return | +11.57%Best | -73.94% |
| 1Y Return | +17.57%Best | -75.66% |
| 3Y Return (annualized) | +20.71% | - |
| 5Y Return (annualized) | +12.80% | - |
| Volatility (annualized) | 12.1%Best | 1016.9% |
| Max Drawdown | -8.9%Best | -98.2% |
| $10,000 over 1.2 years | $12,609Best | $2,430 |
| Fund Family | iShares by BlackRock (US) | Opportunistic Trader |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Mar 19, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 25, 2025 to Sep 10, 2026 (1.2 years).
IVV vs WZRD 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 1.2 years both funds cover.
IVV vs WZRD Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Opportunistic Trader ETF (WZRD) is an ETF from Opportunistic Trader. Over the past year IVV returned +17.57% while WZRD returned -75.66%. Year to date, IVV is up 11.57% versus a loss of 73.94% for WZRD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WZRD has been the more volatile fund, with annualized monthly volatility of 1016.9% compared with 12.1% 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 -8.9% for IVV and -98.2% for WZRD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.09. They move largely independently of each other.
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. On income, IVV currently yields 1.06% against 15.13% for WZRD.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in WZRD, totalling 100.0% and 2.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 505 positions we hold weights for in IVV and 1 in WZRD, against full books of 508 and 20.
You are not choosing between two funds in isolation.
Whichever of IVV and WZRD 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 WZRD?
IVV has an expense ratio of 0.03% while WZRD charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.
Which performed better, IVV or WZRD?
Over the past year IVV returned +17.57% vs -75.66% for WZRD, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +21.31% vs -69.24% for WZRD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or WZRD?
WZRD has been the more volatile fund at 1016.9% annualized versus 12.1% for IVV. Worst drawdown: IVV -8.9% vs WZRD -98.2%.
Should I hold both IVV and WZRD?
IVV and WZRD have a monthly-return correlation of 0.09, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or WZRD?
IVV yields 1.06% while WZRD yields 15.13%, so WZRD currently pays the higher dividend yield.
Is WZRD better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.