IVV vs WXET

IVV vs WXET

Which is better, IVV or WXET?

Large Cap Blend against Commodities.

IVV has a lower expense ratio. IVV led over the full window, WXET over 1Y.

Lower Fees: IVVHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricIVVWXET
Expense Ratio0.03%Best0.95%
AUM$876.4B$8M
Dividend Yield1.06%1.23%
Holdings5083
YTD Return+12.39%+59.49%Best
1Y Return+16.61%+40.04%Best
3Y Return (annualized)+21.38%-
5Y Return (annualized)+13.51%-
Volatility (annualized)12.6%Best44.3%
Max Drawdown-18.8%Best-48.3%
$10,000 over 1.8 years$12,977Best$9,842
Fund FamilyiShares by BlackRock (US)Teucrium
CategoryEquityCommodity
StyleLarge Cap BlendCommodities
InceptionMay 15, 2000Dec 12, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 13, 2024 to Sep 18, 2026 (1.8 years).

IVV vs WXET growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

IVV vs WXET Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Teucrium 2x Daily Wheat ETF (WXET) is an ETF from Teucrium. Over the past year IVV returned +16.61% while WXET returned +40.04%. Year to date, IVV is up 12.39% versus a gain of 59.49% for WXET.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WXET has been the more volatile fund, with annualized monthly volatility of 44.3% compared with 12.6% 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 -18.8% for IVV and -48.3% for WXET. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

Fees and Cost Over Time

IVV charges 0.03% per year while WXET charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.23% for WXET.

You are not choosing between two funds in isolation.

Whichever of IVV and WXET you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVWXET

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or WXET?

IVV has an expense ratio of 0.03% while WXET charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, IVV or WXET?

Over the past year IVV returned +16.61% vs +40.04% for WXET, so WXET leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +15.58% vs -0.88% for WXET. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IVV or WXET?

WXET has been the more volatile fund at 44.3% annualized versus 12.6% for IVV. Worst drawdown: IVV -18.8% vs WXET -48.3%.

Should I hold both IVV and WXET?

IVV and WXET have a monthly-return correlation of 0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, IVV or WXET?

IVV yields 1.06% while WXET yields 1.23%, so WXET currently pays the higher dividend yield.

Is WXET better than IVV?

IVV has a lower expense ratio. IVV led over the full window, WXET over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.