CONL vs IVV

CONL vs IVV

Which is better, CONL or IVV?

Trading-Leveraged Equity against Large Cap Blend.

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

Lower Fees: IVVHigher Returns: IVV

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

MetricCONLIVV
Expense Ratio1.04%0.03%Best
AUM$574M$886.7B
Dividend Yield0.00%1.10%
Holdings2508
YTD Return-62.89%+13.39%Best
1Y Return-81.38%+20.08%Best
3Y Return (annualized)-18.17%+21.29%Best
5Y Return (annualized)-+12.88%
Volatility (annualized)160.2%14.2%Best
Max Drawdown-95.4%-18.8%Best
$10,000 over 4.1 years$2,803$19,911Best
Fund FamilyGraniteSharesiShares by BlackRock (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Blend
InceptionAug 9, 2022May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 4, 2026 (4.1 years).

CONL 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 4.1 years both funds cover.

CONL vs IVV Performance

GraniteShares 2x Long COIN Daily ETF (CONL) 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 CONL returned -81.38% while IVV returned +20.08%. Year to date, CONL is down 62.89% versus a gain of 13.39% for IVV.

Over three years, CONL compounded at -18.17% per year against +21.29% for IVV. Across the full 4-year window we track, IVV has the edge at +18.29% annualized vs -26.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CONL has been the more volatile fund, with annualized monthly volatility of 160.2% compared with 14.2% 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 -95.4% for CONL and -18.8% 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 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CONL charges 1.04% per year while IVV charges 0.03%. On a $10,000 position that is $104 vs $3 annually, a gap of $101 per year that compounds over a long holding period. On income, CONL currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

IVV already in CONL0.1%

At least 0.1% of IVV's money is in holdings CONL also owns.

Stated as a floor: for CONL, our book for it covers 66.7% 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 1 positions we hold weights for in CONL and 505 in IVV, against full books of 2 and 508.

Top Shared Holdings

StockWeight in CONLWeight in IVVDifference
COINCoinbase Globa-A66.69%0.05%66.64%

You are not choosing between two funds in isolation.

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

CONLIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CONL or IVV?

CONL has an expense ratio of 1.04% while IVV charges 0.03%. IVV is the cheaper option, by $101 a year on a $10,000 investment.

Which performed better, CONL or IVV?

Over the past year CONL returned -81.38% vs +20.08% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), CONL annualized -26.67% vs +18.29% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CONL or IVV?

CONL has been the more volatile fund at 160.2% annualized versus 14.2% for IVV. Worst drawdown: CONL -95.4% vs IVV -18.8%.

Should I hold both CONL and IVV?

CONL and IVV have a monthly-return correlation of 0.54, 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, CONL or IVV?

CONL yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Is IVV better than CONL?

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