GDXY vs IVV
YieldMax Gold Miners Option Income Strategy ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. GDXY delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GDXY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $238M | $907.0B | |
| Dividend Yield | 87.83% | 1.10% | |
| Holdings | 14 | 508 | |
| YTD Return | +4.56% | +12.71% | |
| 1Y Return | +34.18% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 34.5% | 15.1% | |
| Max Drawdown | -37.0% | -56.5% | |
| Fund Family | YieldMax ETF | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | May 20, 2024 | May 15, 2000 |
GDXY vs IVV Performance
YieldMax Gold Miners Option Income Strategy ETF (GDXY) is a ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GDXY returned +34.18% while IVV returned +21.89%. Year to date, GDXY is up 4.56% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
GDXY has been the more volatile fund, with annualized monthly volatility of 34.5% 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 -37.0% for GDXY 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
GDXY charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, GDXY currently yields 87.83% against 1.10% for IVV.
Holdings Overlap
GDXY and IVV share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GDXY or IVV?
GDXY has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, GDXY or IVV?
Over the past year GDXY returned +34.18% vs +21.89% for IVV, so GDXY leads on 1-year performance. Over the longest common window we track (2 years), GDXY annualized +27.72% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, GDXY or IVV?
GDXY has been the more volatile fund at 34.5% annualized versus 15.1% for IVV. Worst drawdown: GDXY -37.0% vs IVV -56.5%.
Should I hold both GDXY and IVV?
GDXY 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 GDXY and IVV?
GDXY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, GDXY or IVV?
GDXY yields 87.83% while IVV yields 1.10%, so GDXY currently pays the higher dividend yield.
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