COM vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: COMMore Diversified: IVV

Side-by-Side Comparison

MetricCOMIVVWinner
Expense Ratio0.72%0.03%
AUM$205M$865.2B
Dividend Yield2.60%1.09%
Holdings16508
YTD Return+15.62%+13.80%
1Y Return+25.50%+23.70%
3Y Return (annualized)+7.88%+21.49%
5Y Return (annualized)+8.25%+13.43%
Volatility (annualized)8.7%15.1%
Max Drawdown-18.8%-56.5%
Fund FamilyDirexion Shares ETF TrustiShares by BlackRock (US)
CategoryCommodityEquity
InceptionMar 30, 2017May 15, 2000

COM vs IVV Performance

Direxion Auspice Broad Commodity Strategy ETF (COM) is a ETF from Direxion Shares ETF Trust and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year COM returned +25.50% while IVV returned +23.70%. Year to date, COM is up 15.62% versus a gain of 13.80% for IVV.

Over three years, COM compounded at +7.88% per year against +21.49% for IVV; over five years the annualized figures are +8.25% and +13.43% respectively. Across the full 9-year window we track, IVV has the edge at +7.05% annualized vs +6.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.7% for COM. 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 -18.8% for COM 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 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

COM charges 0.72% per year while IVV charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, COM currently yields 2.60% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

COM and IVV share 0 holdings out of 506 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, COM or IVV?

COM has an expense ratio of 0.72% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, COM or IVV?

Over the past year COM returned +25.50% vs +23.70% for IVV, so COM leads on 1-year performance. Over the longest common window we track (9 years), COM annualized +6.51% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, COM or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 8.7% for COM. Worst drawdown: COM -18.8% vs IVV -56.5%.

Should I hold both COM and IVV?

COM and IVV have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COM and IVV?

COM and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, COM or IVV?

COM yields 2.60% while IVV yields 1.09%, so COM currently pays the higher dividend yield.

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