GBUG vs IVV

GBUG vs IVV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. GBUG delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: GBUGMore Diversified: IVV

Side-by-Side Comparison

MetricGBUGIVVWinner
Expense Ratio0.90%0.03%
AUM$170M$907.0B
Dividend Yield1.75%1.10%
Holdings46508
YTD Return+23.69%+12.71%
1Y Return+91.03%+21.89%
3Y Return (annualized)-+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)51.4%15.1%
Max Drawdown-37.4%-56.5%
Fund FamilySprott ETFSiShares by BlackRock (US)
CategoryCommodityEquity
InceptionFeb 19, 2025May 15, 2000

GBUG vs IVV Performance

Sprott Active Gold & Silver Miners ETF (GBUG) is a ETF from Sprott ETFS and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GBUG returned +91.03% while IVV returned +21.89%. Year to date, GBUG is up 23.69% versus a gain of 12.71% for IVV.

Risk: Volatility and Drawdowns

GBUG has been the more volatile fund, with annualized monthly volatility of 51.4% compared with 15.1% 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 -37.4% for GBUG 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GBUG charges 0.90% per year while IVV charges 0.03%. On a $10,000 position that is $90 vs $3 annually, a gap of $87 per year that compounds over a long holding period. On income, GBUG currently yields 1.75% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

GBUG and IVV share 1 holdings out of 549 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GBUGWeight in IVVDifference
NEM3.10%0.15%2.95%

Frequently Asked Questions

Which is cheaper, GBUG or IVV?

GBUG has an expense ratio of 0.90% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $87 per year of difference.

Which performed better, GBUG or IVV?

Over the past year GBUG returned +91.03% vs +21.89% for IVV, so GBUG leads on 1-year performance. Over the longest common window we track (2 years), GBUG annualized +92.77% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, GBUG or IVV?

GBUG has been the more volatile fund at 51.4% annualized versus 15.1% for IVV. Worst drawdown: GBUG -37.4% vs IVV -56.5%.

Should I hold both GBUG and IVV?

GBUG and IVV have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GBUG and IVV?

GBUG and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 549 unique securities.

Which pays a higher dividend, GBUG or IVV?

GBUG yields 1.75% while IVV yields 1.10%, so GBUG currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free