CPXR vs IVV

CPXR vs IVV

Which is better, CPXR or IVV?

Multi Alternative against Large Cap Blend.

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

Lower Fees: IVVHigher Returns: CPXR

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

MetricCPXRIVV
Expense Ratio1.22%0.03%Best
AUM$13M$876.4B
Dividend Yield0.58%1.06%
Holdings8508
YTD Return+15.51%Best+11.57%
1Y Return+69.47%Best+17.57%
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)45.6%13.0%Best
Max Drawdown-47.9%-18.8%Best
$10,000 over 1.6 years$15,602Best$12,666
Fund FamilyUSCF InvestmentsiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJan 21, 2025May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 22, 2025 to Sep 10, 2026 (1.6 years).

CPXR 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 1.6 years both funds cover.

CPXR vs IVV Performance

USCF Daily Target 2X Copper Index ETF (CPXR) is an ETF from USCF Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CPXR returned +69.47% while IVV returned +17.57%. Year to date, CPXR is up 15.51% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CPXR has been the more volatile fund, with annualized monthly volatility of 45.6% compared with 13.0% 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 -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 0.20. They move largely independently of each other.

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 0.58% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 1 holding in CPXR and 505 in IVV, totalling 81.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in CPXR and 505 in IVV, against full books of 8 and 508.

You are not choosing between two funds in isolation.

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

CPXRIVV

Free for up to 10 holdings. No account needed.

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, by $119 a year on a $10,000 investment.

Which performed better, CPXR or IVV?

Over the past year CPXR returned +69.47% vs +17.57% for IVV, so CPXR leads on 1-year performance. Over the longest common window we track (2 years), CPXR annualized +32.05% vs +15.92% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPXR or IVV?

CPXR has been the more volatile fund at 45.6% annualized versus 13.0% for IVV. Worst drawdown: CPXR -47.9% vs IVV -18.8%.

Should I hold both CPXR and IVV?

CPXR and IVV have a monthly-return correlation of 0.20, 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, CPXR or IVV?

CPXR yields 0.58% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than CPXR?

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