CCUP vs IVV
T-REX 2X Long CRCL Daily Target 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 505 holdings.
Side-by-Side Comparison
| Metric | CCUP | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.50% | 0.03% | |
| AUM | $35M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 3 | 508 | |
| YTD Return | -63.02% | +13.43% | |
| 1Y Return | -93.11% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 131.1% | 15.1% | |
| Max Drawdown | -95.1% | -56.5% | |
| Fund Family | REX Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 11, 2025 | May 15, 2000 |
CCUP vs IVV Performance
T-REX 2X Long CRCL Daily Target ETF (CCUP) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CCUP returned -93.11% while IVV returned +22.61%. Year to date, CCUP is down 63.02% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
CCUP has been the more volatile fund, with annualized monthly volatility of 131.1% 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 -95.1% for CCUP 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CCUP charges 1.50% per year while IVV charges 0.03%. On a $10,000 position that is $150 vs $3 annually, a gap of $147 per year that compounds over a long holding period. On income, CCUP currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
CCUP 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, CCUP or IVV?
CCUP has an expense ratio of 1.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $147 per year of difference.
Which performed better, CCUP or IVV?
Over the past year CCUP returned -93.11% vs +22.61% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, CCUP or IVV?
CCUP has been the more volatile fund at 131.1% annualized versus 15.1% for IVV. Worst drawdown: CCUP -95.1% vs IVV -56.5%.
Should I hold both CCUP and IVV?
CCUP and IVV have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CCUP and IVV?
CCUP and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, CCUP or IVV?
CCUP yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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