BAR vs IVV
Graniteshares Gold Trust vs iShares Core S&P 500 ETF
Which is better, BAR or IVV?
Gold against Large Cap Blend.
IVV has a lower expense ratio. BAR led over 1Y, 3Y and 5Y, IVV over 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 | BAR | IVV |
|---|---|---|
| Expense Ratio | 0.17% | 0.03%Best |
| AUM | $1.4B | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 1 | 508 |
| YTD Return | -1.41% | +11.03%Best |
| 1Y Return | +15.64%Best | +15.62% |
| 3Y Return (annualized) | +30.12%Best | +20.81% |
| 5Y Return (annualized) | +19.30%Best | +12.61% |
| Volatility (annualized) | 15.5%Best | 16.1% |
| Max Drawdown | -26.3%Best | -33.9% |
| $10,000 over 5 years | $24,166Best | $18,109 |
| Fund Family | GraniteShares | iShares by BlackRock (US) |
| Category | Commodity | Equity |
| Style | Gold | Large Cap Blend |
| Inception | Aug 23, 2017 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 31, 2017 to Sep 16, 2026 (9 years).
BAR 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 9 years both funds cover.
BAR vs IVV Performance
Graniteshares Gold Trust (BAR) is an ETF from GraniteShares and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BAR returned +15.64% while IVV returned +15.62%. Year to date, BAR is down 1.41% versus a gain of 11.03% for IVV.
Over three years, BAR compounded at +30.12% per year against +20.81% for IVV; over five years the annualized figures are +19.30% and +12.61% respectively. Across the full 9-year window we track, IVV has the edge at +14.05% annualized vs +13.69%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.5% for BAR. 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 -26.3% for BAR 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 0.15. They move largely independently of each other.
Fees and Cost Over Time
BAR charges 0.17% per year while IVV charges 0.03%. On a $10,000 position that is $17 vs $3 annually, a gap of $14 per year that compounds over a long holding period. On income, BAR currently yields 0.00% against 1.06% for IVV.
You are not choosing between two funds in isolation.
Whichever of BAR 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, BAR or IVV?
BAR has an expense ratio of 0.17% while IVV charges 0.03%. IVV is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, BAR or IVV?
Over the past year BAR returned +15.64% vs +15.62% for IVV, so BAR leads on 1-year performance. Over the longest common window we track (9 years), BAR annualized +13.69% vs +14.05% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAR or IVV?
IVV has been the more volatile fund at 16.1% annualized versus 15.5% for BAR. Worst drawdown: BAR -26.3% vs IVV -33.9%.
Should I hold both BAR and IVV?
BAR and IVV have a monthly-return correlation of 0.15, 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, BAR or IVV?
BAR yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BAR?
IVV has a lower expense ratio. BAR led over 1Y, 3Y and 5Y, IVV over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.