CBSE vs IVV
Clough Select Equity ETF vs iShares Core S&P 500 ETF
Which is better, CBSE or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. CBSE led over 1Y and the full window. CBSE is less concentrated, with 33.4% of the fund in its ten largest positions against 38.1%.
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
| Metric | CBSE | IVV |
|---|---|---|
| Expense Ratio | 0.85% | 0.03%Best |
| AUM | $49M | $882.6B |
| Dividend Yield | 0.29% | 1.06% |
| Holdings | 82 | 508 |
| Volatility (annualized) | 22.2% | 15.8%Best |
| Max Drawdown | -36.3% | -24.5%Best |
| $10,000 over 4.2 years | $17,888Best | $17,764 |
| Top 10 Weight | 33.4%Best | 38.1% |
| Fund Family | Changebridge Capital | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Nov 12, 2020 | May 15, 2000 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 634 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CBSE has data through Jan 17, 2025 and IVV through Oct 13, 2026.
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Nov 13, 2020 to Jan 17, 2025 (4.2 years).
Risk: Volatility and Drawdowns
CBSE has been the more volatile fund, with annualized monthly volatility of 22.2% compared with 15.8% 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 -36.3% for CBSE and -24.5% 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CBSE charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, CBSE currently yields 0.29% against 1.06% for IVV.
Holdings Overlap
31.8% of CBSE's money is in holdings IVV also owns. 10.2% of IVV's money is in holdings CBSE also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 40 positions we hold weights for in CBSE and 505 in IVV, against full books of 82 and 508.
What only one of them owns
Our book lists 484 positions for IVV that do not appear in our book for CBSE (89.0% of the fund), and 20 for CBSE that do not appear in IVV (53.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CBSE | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 2.97% | 8.00% | 5.03% |
| MRVLMarvell Technology Group Ltd. | 3.03% | 0.31% | 2.72% |
| CRWDCrowdstrike Holdings Inc | 2.72% | 0.32% | 2.40% |
| APAAPA Corp. | 3.01% | 0.02% | 2.99% |
| CEGConstellation Energy Corporation Com | 2.81% | 0.14% | 2.67% |
| DELLDell Technologies Inc | 2.69% | 0.25% | 2.44% |
| APHAmphenol Corp. Class A | 2.62% | 0.31% | 2.31% |
| BKRBaker Hughes Co | 2.73% | 0.09% | 2.64% |
| DVNDevon Energy Corporation | 2.64% | 0.09% | 2.55% |
| PANWPalo Alto Networks, Inc | 2.22% | 0.41% | 1.81% |
31.8% of CBSE is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CBSE or IVV?
CBSE has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which is riskier, CBSE or IVV?
CBSE has been the more volatile fund at 22.2% annualized versus 15.8% for IVV. Worst drawdown: CBSE -36.3% vs IVV -24.5%.
Should I hold both CBSE and IVV?
CBSE and IVV have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CBSE and IVV?
31.8% of CBSE's money is in holdings IVV also owns. 10.2% of IVV's is in holdings CBSE also owns. They hold 13 positions in common, counted across the 40 positions we hold weights for in CBSE and 505 in IVV.
Which pays a higher dividend, CBSE or IVV?
CBSE yields 0.29% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than CBSE?
IVV has a lower expense ratio. CBSE led over 1Y and the full window. CBSE is less concentrated, with 33.4% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.