CNRG vs IVV

CNRG vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: CNRGMore Diversified: IVV

Side-by-Side Comparison

MetricCNRGIVVWinner
Expense Ratio0.45%0.03%
AUM$207M$907.0B
Dividend Yield1.34%1.10%
Holdings43508
YTD Return-4.22%+12.28%
1Y Return+27.32%+20.94%
3Y Return (annualized)+8.10%+21.81%
5Y Return (annualized)+0.53%+13.05%
Volatility (annualized)34.9%15.1%
Max Drawdown-68.5%-56.5%
Fund FamilyState Street Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 19, 2018May 15, 2000

CNRG vs IVV Performance

State Street SPDR S&P Kensho Clean Power ETF (CNRG) is a ETF from State Street Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CNRG returned +27.32% while IVV returned +20.94%. Year to date, CNRG is down 4.22% versus a gain of 12.28% for IVV.

Over three years, CNRG compounded at +8.10% per year against +21.81% for IVV; over five years the annualized figures are +0.53% and +13.05% respectively. Across the full 8-year window we track, CNRG has the edge at +16.21% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CNRG has been the more volatile fund, with annualized monthly volatility of 34.9% 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 -68.5% for CNRG 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CNRG charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, CNRG currently yields 1.34% against 1.10% for IVV.

Holdings Overlap

2.8%overlap

CNRG and IVV share 8 holdings out of 538 unique holdings combined, representing a 2.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CNRGWeight in IVVDifference
GEV3.45%0.45%3.00%
TSLA1.99%1.65%0.34%
CEG3.24%0.13%3.11%
NEEProProPro
AESProProPro
FSLRProProPro
GNRCProProPro
GLWProProPro
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Frequently Asked Questions

Which is cheaper, CNRG or IVV?

CNRG has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, CNRG or IVV?

Over the past year CNRG returned +27.32% vs +20.94% for IVV, so CNRG leads on 1-year performance. Over the longest common window we track (8 years), CNRG annualized +16.21% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, CNRG or IVV?

CNRG has been the more volatile fund at 34.9% annualized versus 15.1% for IVV. Worst drawdown: CNRG -68.5% vs IVV -56.5%.

Should I hold both CNRG and IVV?

CNRG and IVV have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNRG and IVV?

CNRG and IVV share 8 common holdings with a 2.8% weight overlap. Combined, they hold 538 unique securities.

Which pays a higher dividend, CNRG or IVV?

CNRG yields 1.34% while IVV yields 1.10%, so CNRG currently pays the higher dividend yield.

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