CNXT vs IVV

Quick Verdict

IVV has a lower expense ratio. CNXT delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: CNXTMore Diversified: IVV

Side-by-Side Comparison

MetricCNXTIVVWinner
Expense Ratio0.65%0.03%
AUM$108M$865.2B
Dividend Yield0.13%1.09%
Holdings101508
YTD Return+12.84%+13.43%
1Y Return+60.12%+22.61%
3Y Return (annualized)+22.61%+21.47%
5Y Return (annualized)+0.84%+13.26%
Volatility (annualized)220.6%15.1%
Max Drawdown-99.9%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 23, 2014May 15, 2000

CNXT vs IVV Performance

VanEck ChiNext ETF (CNXT) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CNXT returned +60.12% while IVV returned +22.61%. Year to date, CNXT is up 12.84% versus a gain of 13.43% for IVV.

Over three years, CNXT compounded at +22.61% per year against +21.47% for IVV; over five years the annualized figures are +0.84% and +13.26% respectively. Across the full 26-year window we track, IVV has the edge at +7.03% annualized vs +4.49%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CNXT has been the more volatile fund, with annualized monthly volatility of 220.6% 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 -99.9% for CNXT 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CNXT charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, CNXT currently yields 0.13% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

CNXT and IVV share 0 holdings out of 603 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, CNXT or IVV?

CNXT has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, CNXT or IVV?

Over the past year CNXT returned +60.12% vs +22.61% for IVV, so CNXT leads on 1-year performance. Over the longest common window we track (26 years), CNXT annualized +4.49% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, CNXT or IVV?

CNXT has been the more volatile fund at 220.6% annualized versus 15.1% for IVV. Worst drawdown: CNXT -99.9% vs IVV -56.5%.

Should I hold both CNXT and IVV?

CNXT and IVV have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CNXT and IVV?

CNXT and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 603 unique securities.

Which pays a higher dividend, CNXT or IVV?

CNXT yields 0.13% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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