CORO vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: COROMore Diversified: IVV

Side-by-Side Comparison

MetricCOROIVVWinner
Expense Ratio0.55%0.03%
AUM$7.7B$865.2B
Dividend Yield2.71%1.09%
Holdings40508
YTD Return+17.53%+13.43%
1Y Return+32.30%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)11.9%15.1%
Max Drawdown-14.1%-56.5%
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 3, 2024May 15, 2000

CORO vs IVV Performance

iShares International Country Rotation Active ETF (CORO) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CORO returned +32.30% while IVV returned +22.61%. Year to date, CORO is up 17.53% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.9% for CORO. 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 -14.1% for CORO 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CORO charges 0.55% per year while IVV charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, CORO currently yields 2.71% against 1.09% for IVV.

Holdings Overlap

0.1%overlap

CORO and IVV share 1 holdings out of 534 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in COROWeight in IVVDifference
XTSLA0.32%0.15%0.17%

Frequently Asked Questions

Which is cheaper, CORO or IVV?

CORO has an expense ratio of 0.55% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, CORO or IVV?

Over the past year CORO returned +32.30% vs +22.61% for IVV, so CORO leads on 1-year performance. Over the longest common window we track (2 years), CORO annualized +30.69% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, CORO or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 11.9% for CORO. Worst drawdown: CORO -14.1% vs IVV -56.5%.

Should I hold both CORO and IVV?

CORO and IVV have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CORO and IVV?

CORO and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 534 unique securities.

Which pays a higher dividend, CORO or IVV?

CORO yields 2.71% while IVV yields 1.09%, so CORO currently pays the higher dividend yield.

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