GFGF vs IVV

GFGF vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricGFGFIVVWinner
Expense Ratio0.66%0.03%
AUM$33M$907.0B
Dividend Yield0.21%1.10%
Holdings29508
YTD Return+4.23%+14.29%
1Y Return+10.79%+21.79%
3Y Return (annualized)+18.03%+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)17.3%15.1%
Max Drawdown-28.0%-56.5%
Fund FamilyGuruFocus Investments, LLCiShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 15, 2021May 15, 2000

GFGF vs IVV Performance

Guru Favorite Stocks ETF (GFGF) is a ETF from GuruFocus Investments, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GFGF returned +10.79% while IVV returned +21.79%. Year to date, GFGF is up 4.23% versus a gain of 14.29% for IVV.

Over three years, GFGF compounded at +18.03% per year against +22.19% for IVV. Across the full 5-year window we track, GFGF has the edge at +9.00% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GFGF has been the more volatile fund, with annualized monthly volatility of 17.3% 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 -28.0% for GFGF 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GFGF charges 0.66% per year while IVV charges 0.03%. On a $10,000 position that is $66 vs $3 annually, a gap of $63 per year that compounds over a long holding period. On income, GFGF currently yields 0.21% against 1.10% for IVV.

Holdings Overlap

30.3%overlap

GFGF and IVV share 25 holdings out of 510 unique holdings combined, representing a 30.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GFGFWeight in IVVDifference
NVDA3.93%7.76%3.83%
AAPL4.12%7.44%3.32%
MSFT6.94%4.57%2.37%
GOOGLProProPro
AMZNProProPro
LLYProProPro
BRK.BProProPro
UNHProProPro
VProProPro
GOOGProProPro
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Frequently Asked Questions

Which is cheaper, GFGF or IVV?

GFGF has an expense ratio of 0.66% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $63 per year of difference.

Which performed better, GFGF or IVV?

Over the past year GFGF returned +10.79% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), GFGF annualized +9.00% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, GFGF or IVV?

GFGF has been the more volatile fund at 17.3% annualized versus 15.1% for IVV. Worst drawdown: GFGF -28.0% vs IVV -56.5%.

Should I hold both GFGF and IVV?

GFGF and IVV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GFGF and IVV?

GFGF and IVV share 25 common holdings with a 30.3% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, GFGF or IVV?

GFGF yields 0.21% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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