CONI vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCONIIVVWinner
Expense Ratio1.15%0.03%
AUM$10M$865.2B
Dividend Yield0.94%1.09%
Holdings2508
YTD Return-20.85%+13.80%
1Y Return-7.53%+23.70%
3Y Return (annualized)-+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)105.1%15.1%
Max Drawdown-94.4%-56.5%
Fund FamilyGraniteSharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionSep 3, 2024May 15, 2000

CONI vs IVV Performance

GraniteShares 2x Short COIN Daily ETF (CONI) is a ETF from GraniteShares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CONI returned -7.53% while IVV returned +23.70%. Year to date, CONI is down 20.85% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

CONI has been the more volatile fund, with annualized monthly volatility of 105.1% 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 -94.4% for CONI 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 -0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CONI charges 1.15% per year while IVV charges 0.03%. On a $10,000 position that is $115 vs $3 annually, a gap of $112 per year that compounds over a long holding period. On income, CONI currently yields 0.94% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

CONI and IVV share 1 holdings out of 505 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CONIWeight in IVVDifference
COIN-200.37%0.06%200.43%

Frequently Asked Questions

Which is cheaper, CONI or IVV?

CONI has an expense ratio of 1.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $112 per year of difference.

Which performed better, CONI or IVV?

Over the past year CONI returned -7.53% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), CONI annualized -70.08% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, CONI or IVV?

CONI has been the more volatile fund at 105.1% annualized versus 15.1% for IVV. Worst drawdown: CONI -94.4% vs IVV -56.5%.

Should I hold both CONI and IVV?

CONI and IVV have a monthly-return correlation of -0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CONI and IVV?

CONI and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 505 unique securities.

Which pays a higher dividend, CONI or IVV?

CONI yields 0.94% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →