WCAP vs. ITOT
WCAP (WarCap Unconstrained Equity ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both Large Cap Blend Equities funds. WCAP is actively managed, while ITOT is passively managed. Their correlation of 0.82 means they have usually moved in the same direction. WCAP charges 1.00%/yr vs 0.03%/yr for ITOT.
Performance
WCAP vs. ITOT - Performance Comparison
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Returns By Period
In the year-to-date period, WCAP achieves a -10.09% return, which is significantly lower than ITOT's 8.15% return.
WCAP
- 1D
- -1.71%
- 1M
- -6.43%
- 6M
- -8.96%
- YTD
- -10.09%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ITOT
- 1D
- -1.53%
- 1M
- -1.86%
- 6M
- 5.72%
- YTD
- 8.15%
- 1Y
- 16.52%
- 3Y*
- 18.05%
- 5Y*
- 11.25%
- 10Y*
- 14.25%
- ALL TIME*
- 10.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $230.18M | $248.45M | $308.60M | |
| $192.07K | $142.51K | $80.15K |
WCAP vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WCAP WarCap Unconstrained Equity ETF | -10.09% | -2.03% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.15% | 4.70% |
Correlation
The correlation between WCAP and ITOT is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 11, 2025 | 0.82 |
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Return for Risk
WCAP vs. ITOT — Risk / Return Rank
WCAP
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ITOT
WCAP vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WarCap Unconstrained Equity ETF (WCAP) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WCAP | ITOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.86 | — |
| Martin ratioReturn relative to average drawdown | — | 7.99 | — |
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Drawdowns
WCAP vs. ITOT - Drawdown Comparison
The maximum WCAP drawdown since its inception was -15.90%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for WCAP and ITOT.
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Drawdown Indicators
| WCAP | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.90% | -55.20% | +39.30% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.90% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.44% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -13.15% | -3.50% | -9.65% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -6.93% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.07% | — |
Volatility
WCAP vs. ITOT - Volatility Comparison
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Volatility by Period
| WCAP | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.11% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.14% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 13.04% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 17.46% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 18.26% | -2.26% |
WCAP vs. ITOT - Expense Ratio Comparison
WCAP has a 1.00% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Dividends
WCAP vs. ITOT - Dividend Comparison
WCAP's dividend yield for the trailing twelve months is around 0.04%, less than ITOT's 1.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.03% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
WCAP WarCap Unconstrained Equity ETF | 0.04% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WCAP and ITOT have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ITOT is cheaper with a 0.03% expense ratio, compared with 1.00% for WCAP.
ITOT has the higher dividend yield at 1.03%, compared with 0.04% for WCAP.
They also come from different issuers: WarCap and iShares. Their fees differ too: 1.00% for WCAP and 0.03% for ITOT.
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