CWII vs IVV

CWII vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricCWIIIVVWinner
Expense Ratio1.03%0.03%
AUM$2M$907.0B
Dividend Yield20.18%1.10%
Holdings6508
YTD Return+5.06%+12.71%
1Y Return-+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)-15.1%
Max Drawdown-48.5%-56.5%
Fund FamilyREX SharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionNov 4, 2025May 15, 2000

CWII vs IVV Performance

REX CRWV Growth & Income ETF (CWII) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, CWII is up 5.06% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -48.5% for CWII 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

CWII charges 1.03% per year while IVV charges 0.03%. On a $10,000 position that is $103 vs $3 annually, a gap of $100 per year that compounds over a long holding period. On income, CWII currently yields 20.18% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

CWII and IVV share 0 holdings out of 507 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, CWII or IVV?

CWII has an expense ratio of 1.03% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $100 per year of difference.

What is the holdings overlap between CWII and IVV?

CWII and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.

Which pays a higher dividend, CWII or IVV?

CWII yields 20.18% while IVV yields 1.10%, so CWII currently pays the higher dividend yield.

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