CPRA vs IVV

CPRA vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCPRAIVVWinner
Expense Ratio0.69%0.03%
AUM$13M$907.0B
Dividend Yield0.00%1.10%
Holdings5508
YTD Return+5.06%+14.29%
1Y Return+8.28%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)1.4%15.1%
Max Drawdown-1.7%-56.5%
Fund FamilyCalamos InvestmentsiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionApr 1, 2025May 15, 2000

CPRA vs IVV Performance

Calamos Russell 2000 Structured Alt Protection ETF - April (CPRA) is a ETF from Calamos Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CPRA returned +8.28% while IVV returned +21.79%. Year to date, CPRA is up 5.06% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 1.4% for CPRA. 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 -1.7% for CPRA 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CPRA charges 0.69% per year while IVV charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, CPRA currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, CPRA or IVV?

CPRA has an expense ratio of 0.69% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, CPRA or IVV?

Over the past year CPRA returned +8.28% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CPRA annualized +8.94% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, CPRA or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 1.4% for CPRA. Worst drawdown: CPRA -1.7% vs IVV -56.5%.

Should I hold both CPRA and IVV?

CPRA and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, CPRA or IVV?

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

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