GEW vs IVV
Cambria Global EW ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | GEW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $140M | $865.2B | |
| Dividend Yield | 1.26% | 1.09% | |
| Holdings | 452 | 508 | |
| YTD Return | +11.87% | +13.43% | |
| 1Y Return | - | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -8.2% | -56.5% | |
| Fund Family | Cambria Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2025 | May 15, 2000 |
GEW vs IVV Performance
Cambria Global EW ETF (GEW) is a ETF from Cambria Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, GEW is up 11.87% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.2% for GEW and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
GEW charges 0.30% per year while IVV charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, GEW currently yields 1.26% against 1.09% for IVV.
Holdings Overlap
GEW and IVV share 241 holdings out of 710 unique holdings combined, representing a 33.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GEW or IVV?
GEW has an expense ratio of 0.30% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
What is the holdings overlap between GEW and IVV?
GEW and IVV share 241 common holdings with a 33.2% weight overlap. Combined, they hold 710 unique securities.
Which pays a higher dividend, GEW or IVV?
GEW yields 1.26% while IVV yields 1.09%, so GEW currently pays the higher dividend yield.
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