CRAK vs IVV
VanEck Oil Refiners ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CRAK delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CRAK | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.03% | |
| AUM | $183M | $907.0B | |
| Dividend Yield | 1.41% | 1.10% | |
| Holdings | 36 | 508 | |
| YTD Return | +59.31% | +13.22% | |
| 1Y Return | +80.83% | +21.62% | |
| 3Y Return (annualized) | +24.11% | +22.17% | |
| 5Y Return (annualized) | +21.00% | +13.42% | |
| Volatility (annualized) | 23.8% | 15.1% | |
| Max Drawdown | -58.8% | -56.5% | |
| Fund Family | VanEck | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Aug 18, 2015 | May 15, 2000 |
CRAK vs IVV Performance
VanEck Oil Refiners ETF (CRAK) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CRAK returned +80.83% while IVV returned +21.62%. Year to date, CRAK is up 59.31% versus a gain of 13.22% for IVV.
Over three years, CRAK compounded at +24.11% per year against +22.17% for IVV; over five years the annualized figures are +21.00% and +13.42% respectively. Across the full 11-year window we track, CRAK has the edge at +13.06% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CRAK has been the more volatile fund, with annualized monthly volatility of 23.8% 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 -58.8% for CRAK 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CRAK charges 0.61% per year while IVV charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, CRAK currently yields 1.41% against 1.10% for IVV.
Holdings Overlap
CRAK and IVV share 3 holdings out of 527 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CRAK or IVV?
CRAK has an expense ratio of 0.61% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
Which performed better, CRAK or IVV?
Over the past year CRAK returned +80.83% vs +21.62% for IVV, so CRAK leads on 1-year performance. Over the longest common window we track (11 years), CRAK annualized +13.06% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, CRAK or IVV?
CRAK has been the more volatile fund at 23.8% annualized versus 15.1% for IVV. Worst drawdown: CRAK -58.8% vs IVV -56.5%.
Should I hold both CRAK and IVV?
CRAK and IVV have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CRAK and IVV?
CRAK and IVV share 3 common holdings with a 0.4% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, CRAK or IVV?
CRAK yields 1.41% while IVV yields 1.10%, so CRAK currently pays the higher dividend yield.
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