COMB vs IVV

COMB vs IVV

Which is better, COMB or IVV?

Commodities against Large Cap Blend.

IVV has a lower expense ratio. COMB led over 1Y, IVV over 3Y, 5Y and the full window.

Lower Fees: IVVHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCOMBIVV
Expense Ratio0.25%0.03%Best
AUM$159M$876.4B
Dividend Yield6.88%1.06%
Holdings28508
YTD Return+34.94%Best+13.32%
1Y Return+44.27%Best+17.08%
3Y Return (annualized)+15.66%+22.72%Best
5Y Return (annualized)+11.67%+13.20%Best
Volatility (annualized)14.6%Best15.9%
Max Drawdown-33.5%Best-33.9%
$10,000 over 5 years$17,365$18,588Best
Fund FamilyGraniteSharesiShares by BlackRock (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Blend
InceptionMay 19, 2017May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 24, 2017 to Sep 23, 2026 (9.3 years).

COMB vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.3 years both funds cover.

COMB vs IVV Performance

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) is an ETF from GraniteShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year COMB returned +44.27% while IVV returned +17.08%. Year to date, COMB is up 34.94% versus a gain of 13.32% for IVV.

Over three years, COMB compounded at +15.66% per year against +22.72% for IVV; over five years the annualized figures are +11.67% and +13.20% respectively. Across the full 9-year window we track, IVV has the edge at +14.19% annualized vs +8.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.6% for COMB. 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 -33.5% for COMB and -33.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.

Fees and Cost Over Time

COMB charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, COMB currently yields 6.88% against 1.06% for IVV.

You are not choosing between two funds in isolation.

Whichever of COMB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

COMBIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COMB or IVV?

COMB has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, COMB or IVV?

Over the past year COMB returned +44.27% vs +17.08% for IVV, so COMB leads on 1-year performance. Over the longest common window we track (9 years), COMB annualized +8.28% vs +14.19% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COMB or IVV?

IVV has been the more volatile fund at 15.9% annualized versus 14.6% for COMB. Worst drawdown: COMB -33.5% vs IVV -33.9%.

Should I hold both COMB and IVV?

COMB and IVV have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, COMB or IVV?

COMB yields 6.88% while IVV yields 1.06%, so COMB currently pays the higher dividend yield.

Is IVV better than COMB?

IVV has a lower expense ratio. COMB led over 1Y, IVV over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.