CFIT vs IVV
CFIT vs IVV
Cambria Fixed Income Trend 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 | CFIT | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $42M | $865.2B | |
| Dividend Yield | 3.86% | 1.09% | |
| Holdings | 6 | 508 | |
| YTD Return | +2.24% | +13.13% | |
| 1Y Return | +6.48% | +22.90% | |
| 3Y Return (annualized) | - | +21.08% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 6.6% | 15.1% | |
| Max Drawdown | -5.3% | -56.5% | |
| Fund Family | Cambria Investment Management | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 28, 2025 | May 15, 2000 |
CFIT vs IVV Performance
Cambria Fixed Income Trend ETF (CFIT) is a ETF from Cambria Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CFIT returned +6.48% while IVV returned +22.90%. Year to date, CFIT is up 2.24% versus a gain of 13.13% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.6% 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 -5.3% for CFIT 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CFIT charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CFIT currently yields 3.86% against 1.09% for IVV.
Holdings Overlap
CFIT and IVV share 0 holdings out of 511 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, CFIT or IVV?
CFIT has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, CFIT or IVV?
Over the past year CFIT returned +6.48% vs +22.90% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CFIT annualized +4.69% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, CFIT or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 6.6% for CFIT. Worst drawdown: CFIT -5.3% vs IVV -56.5%.
Should I hold both CFIT and IVV?
CFIT and IVV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CFIT and IVV?
CFIT and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, CFIT or IVV?
CFIT yields 3.86% while IVV yields 1.09%, so CFIT currently pays the higher dividend yield.
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