COIO vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricCOIOIVVWinner
Expense Ratio0.77%0.03%
AUM$144,167.88$865.2B
Dividend Yield6.16%1.09%
Holdings5508
YTD Return-20.83%+14.50%
1Y Return-+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.1%
Max Drawdown-77.6%-56.5%
Fund FamilyLeverage SharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionAug 13, 2025May 15, 2000

COIO vs IVV Performance

Leverage Shares 2x Capped Accelerated COIN Monthly ETF (COIO) is a ETF from Leverage Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, COIO is down 20.83% versus a gain of 14.50% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -77.6% for COIO and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

COIO charges 0.77% per year while IVV charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, COIO currently yields 6.16% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

COIO and IVV share 0 holdings out of 507 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, COIO or IVV?

COIO has an expense ratio of 0.77% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

What is the holdings overlap between COIO and IVV?

COIO and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, COIO or IVV?

COIO yields 6.16% while IVV yields 1.09%, so COIO currently pays the higher dividend yield.

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