IVV vs WCPB
IVV vs WCPB
iShares Core S&P 500 ETF vs Weitz Core Plus Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | WCPB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.45% | |
| AUM | $865.2B | $233M | |
| Dividend Yield | 1.09% | 4.01% | |
| Holdings | 508 | 137 | |
| YTD Return | +13.80% | +1.20% | |
| 1Y Return | +23.70% | +4.18% | |
| 3Y Return (annualized) | +21.49% | - | |
| 5Y Return (annualized) | +13.43% | - | |
| Volatility (annualized) | 15.1% | 3.0% | |
| Max Drawdown | -56.5% | -2.6% | |
| Fund Family | iShares by BlackRock (US) | Weitz Investment Management, Inc | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Aug 12, 2025 |
IVV vs WCPB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Weitz Core Plus Bond ETF (WCPB) is a ETF from Weitz Investment Management, Inc. Over the past year IVV returned +23.70% while WCPB returned +4.18%. Year to date, IVV is up 13.80% versus a gain of 1.20% for WCPB.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 3.0% for WCPB. 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 -2.6% for WCPB. 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while WCPB 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, IVV currently yields 1.09% against 4.01% for WCPB.
Holdings Overlap
IVV and WCPB share 0 holdings out of 519 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 WCPB?
IVV has an expense ratio of 0.03% while WCPB charges 0.45%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, IVV or WCPB?
Over the past year IVV returned +23.70% vs +4.18% for WCPB, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, IVV or WCPB?
IVV has been the more volatile fund at 15.1% annualized versus 3.0% for WCPB. Worst drawdown: IVV -56.5% vs WCPB -2.6%.
Should I hold both IVV and WCPB?
IVV and WCPB have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and WCPB?
IVV and WCPB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.
Which pays a higher dividend, IVV or WCPB?
IVV yields 1.09% while WCPB yields 4.01%, so WCPB currently pays the higher dividend yield.
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