CAML vs IVV
Congress Large Cap Growth ETF vs iShares Core S&P 500 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 | CAML | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $399M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 39 | 508 | |
| YTD Return | +5.72% | +12.71% | |
| 1Y Return | +8.68% | +21.89% | |
| 3Y Return (annualized) | +17.41% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 14.9% | 15.1% | |
| Max Drawdown | -21.1% | -56.5% | |
| Fund Family | Congress Asset Management Company | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 22, 2023 | May 15, 2000 |
CAML vs IVV Performance
Congress Large Cap Growth ETF (CAML) is a ETF from Congress Asset Management Company and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CAML returned +8.68% while IVV returned +21.89%. Year to date, CAML is up 5.72% versus a gain of 12.71% for IVV.
Over three years, CAML compounded at +17.41% per year against +22.08% for IVV. Across the full 3-year window we track, CAML has the edge at +17.41% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.9% for CAML. 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 -21.1% for CAML and -56.5% for IVV. 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CAML charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
CAML and IVV share 32 holdings out of 511 unique holdings combined, representing a 39.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAML or IVV?
CAML has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, CAML or IVV?
Over the past year CAML returned +8.68% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), CAML annualized +17.41% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, CAML or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 14.9% for CAML. Worst drawdown: CAML -21.1% vs IVV -56.5%.
Should I hold both CAML and IVV?
CAML and IVV have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CAML and IVV?
CAML and IVV share 32 common holdings with a 39.3% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, CAML or IVV?
CAML yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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