CANE vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCANEIVVWinner
Expense Ratio1.00%0.03%
AUM$56M$865.2B
Dividend Yield0.00%1.09%
Holdings13508
YTD Return+11.69%+13.80%
1Y Return-2.82%+23.01%
3Y Return (annualized)-7.57%+21.77%
5Y Return (annualized)+3.11%+13.39%
Volatility (annualized)21.7%15.1%
Max Drawdown-81.3%-56.5%
Fund FamilyTeucriumiShares by BlackRock (US)
CategoryCommodityEquity
InceptionSep 19, 2011May 15, 2000

CANE vs IVV Performance

Teucrium Sugar Fund ETF (CANE) is a ETF from Teucrium and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CANE returned -2.82% while IVV returned +23.01%. Year to date, CANE is up 11.69% versus a gain of 13.80% for IVV.

Over three years, CANE compounded at -7.57% per year against +21.77% for IVV; over five years the annualized figures are +3.11% and +13.39% respectively. Across the full 15-year window we track, IVV has the edge at +7.04% annualized vs -5.57%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CANE has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 15.1% 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 -81.3% for CANE 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CANE charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, CANE currently yields 0.00% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

CANE and IVV share 0 holdings out of 506 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, CANE or IVV?

CANE has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, CANE or IVV?

Over the past year CANE returned -2.82% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), CANE annualized -5.57% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, CANE or IVV?

CANE has been the more volatile fund at 21.7% annualized versus 15.1% for IVV. Worst drawdown: CANE -81.3% vs IVV -56.5%.

Should I hold both CANE and IVV?

CANE and IVV have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CANE and IVV?

CANE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, CANE or IVV?

CANE yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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