CNCR vs IVV

CNCR vs IVV

Which is better, CNCR or IVV?

Small Cap Blend against Large Cap Blend.

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

Lower Fees: IVVHigher Returns: IVV

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

MetricCNCRIVV
Expense Ratio0.79%0.03%Best
AUM$7M$896.5B
Dividend Yield0.00%1.10%
Holdings67508
Volatility (annualized)31.6%15.5%Best
Max Drawdown-75.8%-33.9%Best
$10,000 over 9.6 years$3,985$31,458Best
Fund FamilyLoncar InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionOct 13, 2015May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 505 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CNCR has data through May 27, 2025 and IVV through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 9.6 years row, are measured over the window both funds cover: Oct 14, 2015 to May 27, 2025 (9.6 years).

Risk: Volatility and Drawdowns

CNCR has been the more volatile fund, with annualized monthly volatility of 31.6% compared with 15.5% 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 -75.8% for CNCR and -33.9% 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 0.52. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CNCR charges 0.79% per year while IVV charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, CNCR currently yields 0.00% against 1.10% for IVV.

You are not choosing between two funds in isolation.

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

CNCRIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CNCR or IVV?

CNCR has an expense ratio of 0.79% while IVV charges 0.03%. IVV is the cheaper option, by $76 a year on a $10,000 investment.

Which is riskier, CNCR or IVV?

CNCR has been the more volatile fund at 31.6% annualized versus 15.5% for IVV. Worst drawdown: CNCR -75.8% vs IVV -33.9%.

Should I hold both CNCR and IVV?

CNCR and IVV have a monthly-return correlation of 0.52, 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, CNCR or IVV?

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

Is IVV better than CNCR?

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.