COMT vs IVV

COMT vs IVV

Which is better, COMT or IVV?

Commodities against Large Cap Blend.

IVV has a lower expense ratio. COMT led over 1Y and 5Y, IVV over 3Y 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

MetricCOMTIVV
Expense Ratio0.48%0.03%Best
AUM$1.3B$886.7B
Dividend Yield5.91%1.10%
Holdings175508
YTD Return+44.53%Best+13.39%
1Y Return+46.13%Best+20.08%
3Y Return (annualized)+13.91%+21.29%Best
5Y Return (annualized)+14.17%Best+12.88%
Volatility (annualized)18.6%14.9%Best
Max Drawdown-51.9%-33.9%Best
$10,000 over 5 years$19,398Best$18,327
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Blend
InceptionOct 15, 2014May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Oct 16, 2014 to Sep 4, 2026 (11.9 years).

COMT 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 11.9 years both funds cover.

COMT vs IVV Performance

iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year COMT returned +46.13% while IVV returned +20.08%. Year to date, COMT is up 44.53% versus a gain of 13.39% for IVV.

Over three years, COMT compounded at +13.91% per year against +21.29% for IVV; over five years the annualized figures are +14.17% and +12.88% respectively. Across the full 12-year window we track, IVV has the edge at +13.40% annualized vs +4.38%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

COMT has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 14.9% 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 -51.9% for COMT 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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

COMT charges 0.48% per year while IVV charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, COMT currently yields 5.91% against 1.10% for IVV.

Holdings Overlap

IVV already in COMT0.2%

At least 0.2% of IVV's money is in holdings COMT also owns.

Stated as a floor: for COMT, our book for it covers 10.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 2 positions we hold weights for in COMT and 505 in IVV, against full books of 175 and 508.

Top Shared Holdings

StockWeight in COMTWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares10.25%0.18%10.07%

You are not choosing between two funds in isolation.

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

COMTIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COMT or IVV?

COMT has an expense ratio of 0.48% while IVV charges 0.03%. IVV is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, COMT or IVV?

Over the past year COMT returned +46.13% vs +20.08% for IVV, so COMT leads on 1-year performance. Over the longest common window we track (12 years), COMT annualized +4.38% vs +13.40% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COMT or IVV?

COMT has been the more volatile fund at 18.6% annualized versus 14.9% for IVV. Worst drawdown: COMT -51.9% vs IVV -33.9%.

Should I hold both COMT and IVV?

COMT and IVV have a monthly-return correlation of 0.34, 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, COMT or IVV?

COMT yields 5.91% while IVV yields 1.10%, so COMT currently pays the higher dividend yield.

Is IVV better than COMT?

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