CRMG vs IVV
Leverage Shares 2X Long CRM Daily ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CRMG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.03% | |
| AUM | $57M | $907.0B | |
| Dividend Yield | 0.00% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | -51.04% | +14.29% | |
| 1Y Return | -47.08% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 73.2% | 15.1% | |
| Max Drawdown | -79.8% | -56.5% | |
| Fund Family | Leverage Shares | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 4, 2025 | May 15, 2000 |
CRMG vs IVV Performance
Leverage Shares 2X Long CRM Daily ETF (CRMG) is a ETF from Leverage Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CRMG returned -47.08% while IVV returned +21.79%. Year to date, CRMG is down 51.04% versus a gain of 14.29% for IVV.
Risk: Volatility and Drawdowns
CRMG has been the more volatile fund, with annualized monthly volatility of 73.2% 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 -79.8% for CRMG 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 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CRMG charges 0.78% per year while IVV charges 0.03%. On a $10,000 position that is $78 vs $3 annually, a gap of $75 per year that compounds over a long holding period. On income, CRMG currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
CRMG 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, CRMG or IVV?
CRMG has an expense ratio of 0.78% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, CRMG or IVV?
Over the past year CRMG returned -47.08% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CRMG annualized -43.16% vs +7.06% for IVV. Past performance does not guarantee future results.
Which is riskier, CRMG or IVV?
CRMG has been the more volatile fund at 73.2% annualized versus 15.1% for IVV. Worst drawdown: CRMG -79.8% vs IVV -56.5%.
Should I hold both CRMG and IVV?
CRMG and IVV have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CRMG and IVV?
CRMG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, CRMG or IVV?
CRMG yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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