CANE vs IVV

CANE vs IVV

Which is better, CANE or IVV?

Agriculture against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCANEIVV
Expense Ratio1.00%0.03%Best
AUM$59M$876.4B
Dividend Yield0.00%1.06%
Holdings14508
YTD Return+18.89%Best+11.03%
1Y Return+7.35%+15.62%Best
3Y Return (annualized)-9.02%+20.81%Best
5Y Return (annualized)+3.61%+12.61%Best
Volatility (annualized)21.9%14.2%Best
Max Drawdown-81.3%-33.9%Best
$10,000 over 5 years$11,940$18,109Best
Fund FamilyTeucriumiShares by BlackRock (US)
CategoryCommodityEquity
StyleAgricultureLarge Cap Blend
InceptionSep 19, 2011May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 19, 2011 to Sep 16, 2026 (15 years).

CANE vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CANE vs IVV Performance

Teucrium Sugar Fund ETF (CANE) is an ETF from Teucrium and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CANE returned +7.35% while IVV returned +15.62%. Year to date, CANE is up 18.89% versus a gain of 11.03% for IVV.

Over three years, CANE compounded at -9.02% per year against +20.81% for IVV; over five years the annualized figures are +3.61% and +12.61% respectively. Across the full 15-year window we track, IVV has the edge at +13.57% annualized vs -5.14%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CANE has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 14.2% 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 -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.16. They move largely independently of each other.

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 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in CANE and 490 in IVV, totalling 17.9% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in CANE and 490 in IVV, against full books of 14 and 508.

You are not choosing between two funds in isolation.

Whichever of CANE and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CANEIVV

Free for up to 10 holdings. No account needed.

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, by $97 a year on a $10,000 investment.

Which performed better, CANE or IVV?

Over the past year CANE returned +7.35% vs +15.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (15 years), CANE annualized -5.14% vs +13.57% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CANE or IVV?

CANE has been the more volatile fund at 21.9% annualized versus 14.2% for IVV. Worst drawdown: CANE -81.3% vs IVV -33.9%.

Should I hold both CANE and IVV?

CANE and IVV have a monthly-return correlation of 0.16, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CANE or IVV?

CANE yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than CANE?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.