GBHI vs IVV

GBHI vs IVV
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Quick Verdict

GBHI has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: GBHIHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricGBHIIVVWinner
Expense Ratio0.01%0.03%
AUM$6M$907.0B
Dividend Yield3.29%1.10%
Holdings92508
YTD Return+2.91%+12.39%
1Y Return-+20.24%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+12.84%
Volatility (annualized)-15.1%
Max Drawdown-2.1%-56.5%
Fund FamilyGabelli FundsiShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionNov 17, 2025May 15, 2000

GBHI vs IVV Performance

Gabelli High Income ETF (GBHI) is a ETF from Gabelli Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, GBHI is up 2.91% versus a gain of 12.39% for IVV.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.1% for GBHI 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

GBHI charges 0.01% per year while IVV charges 0.03%. On a $10,000 position that is $1 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, GBHI currently yields 3.29% against 1.10% for IVV.

Holdings Overlap

0.3%overlap

GBHI and IVV share 4 holdings out of 556 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GBHIWeight in IVVDifference
WRB0.35%0.03%0.32%
OKE0.26%0.09%0.17%
O0.14%0.09%0.05%
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Frequently Asked Questions

Which is cheaper, GBHI or IVV?

GBHI has an expense ratio of 0.01% while IVV charges 0.03%. GBHI is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

What is the holdings overlap between GBHI and IVV?

GBHI and IVV share 4 common holdings with a 0.3% weight overlap. Combined, they hold 556 unique securities.

Which pays a higher dividend, GBHI or IVV?

GBHI yields 3.29% while IVV yields 1.10%, so GBHI currently pays the higher dividend yield.

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