GDMN vs IVV
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. GDMN delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | GDMN | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $140M | $865.2B | |
| Dividend Yield | 3.47% | 1.09% | |
| Holdings | 63 | 508 | |
| YTD Return | -5.28% | +14.50% | |
| 1Y Return | +62.83% | +22.02% | |
| 3Y Return (annualized) | +66.50% | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 47.5% | 15.1% | |
| Max Drawdown | -52.8% | -56.5% | |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) | |
| Category | Commodity | Equity | |
| Inception | Dec 14, 2021 | May 15, 2000 |
GDMN vs IVV Performance
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund ETF (GDMN) is a ETF from WisdomTree Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GDMN returned +62.83% while IVV returned +22.02%. Year to date, GDMN is down 5.28% versus a gain of 14.50% for IVV.
Over three years, GDMN compounded at +66.50% per year against +21.80% for IVV. Across the full 5-year window we track, GDMN has the edge at +35.76% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GDMN has been the more volatile fund, with annualized monthly volatility of 47.5% 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 -52.8% for GDMN 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 0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GDMN 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, GDMN currently yields 3.47% against 1.09% for IVV.
Holdings Overlap
GDMN and IVV share 1 holdings out of 560 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GDMN | Weight in IVV | Difference |
|---|---|---|---|
| NEM | 12.55% | 0.15% | 12.40% |
Frequently Asked Questions
Which is cheaper, GDMN or IVV?
GDMN 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.
Which performed better, GDMN or IVV?
Over the past year GDMN returned +62.83% vs +22.02% for IVV, so GDMN leads on 1-year performance. Over the longest common window we track (5 years), GDMN annualized +35.76% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, GDMN or IVV?
GDMN has been the more volatile fund at 47.5% annualized versus 15.1% for IVV. Worst drawdown: GDMN -52.8% vs IVV -56.5%.
Should I hold both GDMN and IVV?
GDMN and IVV have a monthly-return correlation of 0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GDMN and IVV?
GDMN and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, GDMN or IVV?
GDMN yields 3.47% while IVV yields 1.09%, so GDMN currently pays the higher dividend yield.
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