GDX vs IVV

GDX vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: GDXMore Diversified: IVV

Side-by-Side Comparison

MetricGDXIVVWinner
Expense Ratio0.51%0.03%
AUM$22.6B$907.0B
Dividend Yield0.86%1.10%
Holdings68508
YTD Return+13.53%+13.22%
1Y Return+73.21%+21.62%
3Y Return (annualized)+53.91%+22.17%
5Y Return (annualized)+27.50%+13.42%
Volatility (annualized)37.7%15.1%
Max Drawdown-80.3%-56.5%
Fund FamilyVanEckiShares by BlackRock (US)
CategoryEquityEquity
InceptionMay 16, 2006May 15, 2000

GDX vs IVV Performance

VanEck Gold Miners ETF (GDX) is a ETF from VanEck and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GDX returned +73.21% while IVV returned +21.62%. Year to date, GDX is up 13.53% versus a gain of 13.22% for IVV.

Over three years, GDX compounded at +53.91% per year against +22.17% for IVV; over five years the annualized figures are +27.50% and +13.42% respectively. Across the full 20-year window we track, IVV has the edge at +7.02% annualized vs +5.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GDX has been the more volatile fund, with annualized monthly volatility of 37.7% 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 -80.3% for GDX 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

GDX charges 0.51% per year while IVV charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, GDX currently yields 0.86% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

GDX and IVV share 1 holdings out of 563 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GDXWeight in IVVDifference
NEM10.48%0.15%10.33%

Frequently Asked Questions

Which is cheaper, GDX or IVV?

GDX has an expense ratio of 0.51% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, GDX or IVV?

Over the past year GDX returned +73.21% vs +21.62% for IVV, so GDX leads on 1-year performance. Over the longest common window we track (20 years), GDX annualized +5.86% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, GDX or IVV?

GDX has been the more volatile fund at 37.7% annualized versus 15.1% for IVV. Worst drawdown: GDX -80.3% vs IVV -56.5%.

Should I hold both GDX and IVV?

GDX 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 GDX and IVV?

GDX and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, GDX or IVV?

GDX yields 0.86% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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