VOO vs WCBR

Quick Verdict

VOO has a lower expense ratio. WCBR delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: WCBRMore Diversified: VOO

Side-by-Side Comparison

MetricVOOWCBRWinner
Expense Ratio0.03%0.45%
AUM$979.0B$104M
Dividend Yield1.09%0.00%
Holdings50932
YTD Return+13.72%+53.43%
1Y Return+21.63%+41.06%
3Y Return (annualized)+21.55%+28.67%
5Y Return (annualized)+13.26%+9.92%
Volatility (annualized)14.1%29.2%
Max Drawdown-34.3%-52.3%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
InceptionSep 7, 2010Jan 26, 2021

VOO vs WCBR Performance

Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US) and WisdomTree Cybersecurity Fund (WCBR) is a ETF from WisdomTree Investments. Over the past year VOO returned +21.63% while WCBR returned +41.06%. Year to date, VOO is up 13.72% versus a gain of 53.43% for WCBR.

Over three years, VOO compounded at +21.55% per year against +28.67% for WCBR; over five years the annualized figures are +13.26% and +9.92% respectively. Across the full 6-year window we track, VOO has the edge at +13.56% annualized vs +10.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WCBR has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 14.1% for VOO. 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 -34.3% for VOO and -52.3% for WCBR. 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VOO charges 0.03% per year while WCBR 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, VOO currently yields 1.09% against 0.00% for WCBR.

Holdings Overlap

1.1%overlap

VOO and WCBR share 6 holdings out of 524 unique holdings combined, representing a 1.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VOOWeight in WCBRDifference
CRWD0.30%6.33%6.03%
PANW0.43%4.86%4.43%
DDOG0.13%5.14%5.01%
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FFIVProProPro
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Frequently Asked Questions

Which is cheaper, VOO or WCBR?

VOO has an expense ratio of 0.03% while WCBR charges 0.45%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, VOO or WCBR?

Over the past year VOO returned +21.63% vs +41.06% for WCBR, so WCBR leads on 1-year performance. Over the longest common window we track (6 years), VOO annualized +13.56% vs +10.11% for WCBR. Past performance does not guarantee future results.

Which is riskier, VOO or WCBR?

WCBR has been the more volatile fund at 29.2% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WCBR -52.3%.

Should I hold both VOO and WCBR?

VOO and WCBR have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VOO and WCBR?

VOO and WCBR share 6 common holdings with a 1.1% weight overlap. Combined, they hold 524 unique securities.

Which pays a higher dividend, VOO or WCBR?

VOO yields 1.09% while WCBR yields 0.00%, so VOO currently pays the higher dividend yield.

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