GEME vs IVV

Quick Verdict

IVV has a lower expense ratio. GEME delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: GEMEMore Diversified: IVV

Side-by-Side Comparison

MetricGEMEIVVWinner
Expense Ratio0.75%0.03%
AUM$387M$865.2B
Dividend Yield5.32%1.09%
Holdings68508
YTD Return+29.18%+13.43%
1Y Return+58.72%+22.61%
3Y Return (annualized)-+21.47%
5Y Return (annualized)-+13.26%
Volatility (annualized)20.2%15.1%
Max Drawdown-16.9%-56.5%
Fund FamilyPacific Global Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionJan 23, 2025May 15, 2000

GEME vs IVV Performance

Pacific NoS Global EM Equity Active ETF (GEME) is a ETF from Pacific Global Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GEME returned +58.72% while IVV returned +22.61%. Year to date, GEME is up 29.18% versus a gain of 13.43% for IVV.

Risk: Volatility and Drawdowns

GEME has been the more volatile fund, with annualized monthly volatility of 20.2% 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 -16.9% for GEME 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GEME charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, GEME currently yields 5.32% against 1.09% for IVV.

Holdings Overlap

0.0%overlap

GEME and IVV share 0 holdings out of 553 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, GEME or IVV?

GEME has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $72 per year of difference.

Which performed better, GEME or IVV?

Over the past year GEME returned +58.72% vs +22.61% for IVV, so GEME leads on 1-year performance. Over the longest common window we track (2 years), GEME annualized +46.53% vs +7.03% for IVV. Past performance does not guarantee future results.

Which is riskier, GEME or IVV?

GEME has been the more volatile fund at 20.2% annualized versus 15.1% for IVV. Worst drawdown: GEME -16.9% vs IVV -56.5%.

Should I hold both GEME and IVV?

GEME and IVV have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GEME and IVV?

GEME and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 553 unique securities.

Which pays a higher dividend, GEME or IVV?

GEME yields 5.32% while IVV yields 1.09%, so GEME currently pays the higher dividend yield.

Get Full ETF Analytics

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