CFIT vs IVV
Cambria Fixed Income Trend ETF vs iShares Core S&P 500 ETF
Which is better, CFIT or IVV?
Intermediate Term Bond against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | CFIT | IVV |
|---|---|---|
| Expense Ratio | 0.64% | 0.03%Best |
| AUM | $45M | $896.5B |
| Dividend Yield | 3.06% | 1.10% |
| Holdings | 14 | 508 |
| YTD Return | -1.31% | +13.59%Best |
| 1Y Return | -1.26% | +17.54%Best |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 6.7%Best | 11.7% |
| Max Drawdown | -5.5%Best | -12.1% |
| $10,000 over 1.5 years | $10,264 | $13,955Best |
| Fund Family | Cambria Investment Management | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | Intermediate Term Bond | Large Cap Blend |
| Inception | Mar 28, 2025 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 28, 2025 to Oct 14, 2026 (1.5 years).
CFIT vs IVV 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 1.5 years both funds cover.
CFIT vs IVV Performance
Cambria Fixed Income Trend ETF (CFIT) is an ETF from Cambria Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CFIT returned -1.26% while IVV returned +17.54%. Year to date, CFIT is down 1.31% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 6.7% for CFIT. 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 -5.5% for CFIT and -12.1% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CFIT charges 0.64% per year while IVV charges 0.03%. On a $10,000 position that is $64 vs $3 annually, a gap of $61 per year that compounds over a long holding period. On income, CFIT currently yields 3.06% against 1.10% for IVV.
Holdings Overlap
We hold position weights for 4 holdings in CFIT and 506 in IVV, totalling 99.7% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in CFIT and 506 in IVV, against full books of 14 and 508.
You are not choosing between two funds in isolation.
Whichever of CFIT and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CFIT or IVV?
CFIT has an expense ratio of 0.64% while IVV charges 0.03%. IVV is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, CFIT or IVV?
Over the past year CFIT returned -1.26% vs +17.54% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), CFIT annualized +1.75% vs +24.88% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CFIT or IVV?
IVV has been the more volatile fund at 11.7% annualized versus 6.7% for CFIT. Worst drawdown: CFIT -5.5% vs IVV -12.1%.
Should I hold both CFIT and IVV?
CFIT and IVV have a monthly-return correlation of 0.78, 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, CFIT or IVV?
CFIT yields 3.06% while IVV yields 1.10%, so CFIT currently pays the higher dividend yield.
Is IVV better than CFIT?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.