CWVX vs IVV
Tradr 2X Long CRWV 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 505 holdings.
Side-by-Side Comparison
| Metric | CWVX | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.30% | 0.03% | |
| AUM | $64M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 8 | 508 | |
| YTD Return | -31.77% | +13.43% | |
| 1Y Return | -85.88% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 175.0% | 15.1% | |
| Max Drawdown | -94.0% | -56.5% | |
| Fund Family | Tradr ETFs | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 10, 2025 | May 15, 2000 |
CWVX vs IVV Performance
Tradr 2X Long CRWV Daily ETF (CWVX) is a ETF from Tradr ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CWVX returned -85.88% while IVV returned +22.61%. Year to date, CWVX is down 31.77% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
CWVX has been the more volatile fund, with annualized monthly volatility of 175.0% 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 -94.0% for CWVX 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CWVX charges 1.30% per year while IVV charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, CWVX currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
CWVX 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, CWVX or IVV?
CWVX has an expense ratio of 1.30% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $127 per year of difference.
Which performed better, CWVX or IVV?
Over the past year CWVX returned -85.88% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CWVX annualized -79.80% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, CWVX or IVV?
CWVX has been the more volatile fund at 175.0% annualized versus 15.1% for IVV. Worst drawdown: CWVX -94.0% vs IVV -56.5%.
Should I hold both CWVX and IVV?
CWVX and IVV have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CWVX and IVV?
CWVX and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, CWVX or IVV?
CWVX yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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