CPXR vs IVV
USCF Daily Target 2X Copper Index ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CPXR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CPXR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.22% | 0.03% | |
| AUM | $14M | $907.0B | |
| Dividend Yield | 0.60% | 1.10% | |
| Holdings | 8 | 508 | |
| YTD Return | +21.86% | +12.71% | |
| 1Y Return | +85.18% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 46.3% | 15.1% | |
| Max Drawdown | -47.9% | -56.5% | |
| Fund Family | USCF Investments | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 21, 2025 | May 15, 2000 |
CPXR vs IVV Performance
USCF Daily Target 2X Copper Index ETF (CPXR) is a ETF from USCF Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CPXR returned +85.18% while IVV returned +21.89%. Year to date, CPXR is up 21.86% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
CPXR has been the more volatile fund, with annualized monthly volatility of 46.3% 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 -47.9% for CPXR 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CPXR charges 1.22% per year while IVV charges 0.03%. On a $10,000 position that is $122 vs $3 annually, a gap of $119 per year that compounds over a long holding period. On income, CPXR currently yields 0.60% against 1.10% for IVV.
Holdings Overlap
CPXR and IVV share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CPXR or IVV?
CPXR has an expense ratio of 1.22% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $119 per year of difference.
Which performed better, CPXR or IVV?
Over the past year CPXR returned +85.18% vs +21.89% for IVV, so CPXR leads on 1-year performance. Over the longest common window we track (2 years), CPXR annualized +37.93% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, CPXR or IVV?
CPXR has been the more volatile fund at 46.3% annualized versus 15.1% for IVV. Worst drawdown: CPXR -47.9% vs IVV -56.5%.
Should I hold both CPXR and IVV?
CPXR and IVV have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CPXR and IVV?
CPXR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, CPXR or IVV?
CPXR yields 0.60% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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