CVGD vs IVV
CresAlta Global Dividend ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CVGD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $141M | $907.0B | |
| Dividend Yield | 0.26% | 1.10% | |
| Holdings | 47 | 508 | |
| YTD Return | +6.96% | +12.28% | |
| 1Y Return | - | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -2.5% | -56.5% | |
| Fund Family | CresAlta Investment Management, Inc. | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | May 18, 2026 | May 15, 2000 |
CVGD vs IVV Performance
CresAlta Global Dividend ETF (CVGD) is a ETF from CresAlta Investment Management, Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CVGD is up 6.96% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.5% for CVGD and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
CVGD charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CVGD currently yields 0.26% against 1.10% for IVV.
Holdings Overlap
CVGD and IVV share 22 holdings out of 527 unique holdings combined, representing a 5.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CVGD or IVV?
CVGD has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
What is the holdings overlap between CVGD and IVV?
CVGD and IVV share 22 common holdings with a 5.2% weight overlap. Combined, they hold 527 unique securities.
Which pays a higher dividend, CVGD or IVV?
CVGD yields 0.26% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.