GARA vs IVV
Guinness Atkinson Real Assets Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GARA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $419,914.65 | $865.2B | |
| Dividend Yield | 1.57% | 1.09% | |
| Holdings | 35 | 508 | |
| YTD Return | +10.61% | +14.50% | |
| 1Y Return | - | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -7.9% | -56.5% | |
| Fund Family | Guinness Atkinson Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 22, 2025 | May 15, 2000 |
GARA vs IVV Performance
Guinness Atkinson Real Assets Income ETF (GARA) is a ETF from Guinness Atkinson Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, GARA is up 10.61% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.9% for GARA and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
GARA charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, GARA currently yields 1.57% against 1.09% for IVV.
Holdings Overlap
GARA and IVV share 12 holdings out of 528 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GARA or IVV?
GARA has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between GARA and IVV?
GARA and IVV share 12 common holdings with a 1.3% weight overlap. Combined, they hold 528 unique securities.
Which pays a higher dividend, GARA or IVV?
GARA yields 1.57% while IVV yields 1.09%, so GARA currently pays the higher dividend yield.
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