COAL vs IVV
Range Global Coal Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. COAL delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | COAL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.03% | |
| AUM | $52M | $907.0B | |
| Dividend Yield | 2.65% | 1.10% | |
| Holdings | 29 | 508 | |
| YTD Return | +11.05% | +12.28% | |
| 1Y Return | +36.30% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 26.0% | 15.1% | |
| Max Drawdown | -43.3% | -56.5% | |
| Fund Family | Range ETFs | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 10, 2024 | May 15, 2000 |
COAL vs IVV Performance
Range Global Coal Index ETF (COAL) is a ETF from Range ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year COAL returned +36.30% while IVV returned +20.94%. Year to date, COAL is up 11.05% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
COAL has been the more volatile fund, with annualized monthly volatility of 26.0% 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 -43.3% for COAL 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
COAL 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, COAL currently yields 2.65% against 1.10% for IVV.
Holdings Overlap
COAL and IVV share 0 holdings out of 535 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, COAL or IVV?
COAL has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.
Which performed better, COAL or IVV?
Over the past year COAL returned +36.30% vs +20.94% for IVV, so COAL leads on 1-year performance. Over the longest common window we track (3 years), COAL annualized +2.10% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, COAL or IVV?
COAL has been the more volatile fund at 26.0% annualized versus 15.1% for IVV. Worst drawdown: COAL -43.3% vs IVV -56.5%.
Should I hold both COAL and IVV?
COAL 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 COAL and IVV?
COAL and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, COAL or IVV?
COAL yields 2.65% while IVV yields 1.10%, so COAL currently pays the higher dividend yield.
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