CEGX vs IVV

CEGX vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCEGXIVVWinner
Expense Ratio1.30%0.03%
AUM$19M$907.0B
Dividend Yield0.00%1.10%
Holdings4508
YTD Return-54.74%+12.71%
1Y Return-43.88%+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)81.8%15.1%
Max Drawdown-72.9%-56.5%
Fund FamilyTradr ETFsiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 10, 2025May 15, 2000

CEGX vs IVV Performance

Tradr 2X Long CEG Daily ETF (CEGX) is a ETF from Tradr ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CEGX returned -43.88% while IVV returned +21.89%. Year to date, CEGX is down 54.74% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

CEGX has been the more volatile fund, with annualized monthly volatility of 81.8% 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 -72.9% for CEGX 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CEGX charges 1.30% per year while IVV charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, CEGX currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, CEGX or IVV?

CEGX has an expense ratio of 1.30% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, CEGX or IVV?

Over the past year CEGX returned -43.88% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CEGX annualized -44.62% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, CEGX or IVV?

CEGX has been the more volatile fund at 81.8% annualized versus 15.1% for IVV. Worst drawdown: CEGX -72.9% vs IVV -56.5%.

Should I hold both CEGX and IVV?

CEGX and IVV have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CEGX or IVV?

CEGX yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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