GOOX vs IVV

GOOX vs IVV
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Quick Verdict

IVV has a lower expense ratio. GOOX delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: GOOXMore Diversified: IVV

Side-by-Side Comparison

MetricGOOXIVVWinner
Expense Ratio1.05%0.03%
AUM$52M$886.7B
Dividend Yield0.00%1.10%
Holdings5508
YTD Return-3.70%+12.13%
1Y Return+99.03%+20.37%
3Y Return (annualized)-+20.91%
5Y Return (annualized)-+12.59%
Volatility (annualized)68.7%15.1%
Max Drawdown-52.5%-56.5%
Fund FamilyREX SharesiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJan 11, 2024May 15, 2000

GOOX vs IVV Performance

T-REX 2X LONG ALPHABET DAILY TARGET ETF (GOOX) is a ETF from REX Shares and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GOOX returned +99.03% while IVV returned +20.37%. Year to date, GOOX is down 3.70% versus a gain of 12.13% for IVV.

Risk: Volatility and Drawdowns

GOOX has been the more volatile fund, with annualized monthly volatility of 68.7% 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 -52.5% for GOOX 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOOX charges 1.05% per year while IVV charges 0.03%. On a $10,000 position that is $105 vs $3 annually, a gap of $102 per year that compounds over a long holding period. On income, GOOX currently yields 0.00% against 1.10% for IVV.

Frequently Asked Questions

Which is cheaper, GOOX or IVV?

GOOX has an expense ratio of 1.05% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, GOOX or IVV?

Over the past year GOOX returned +99.03% vs +20.37% for IVV, so GOOX leads on 1-year performance. Over the longest common window we track (3 years), GOOX annualized +54.54% vs +6.97% for IVV. Past performance does not guarantee future results.

Which is riskier, GOOX or IVV?

GOOX has been the more volatile fund at 68.7% annualized versus 15.1% for IVV. Worst drawdown: GOOX -52.5% vs IVV -56.5%.

Should I hold both GOOX and IVV?

GOOX and IVV have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GOOX or IVV?

GOOX yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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