GFY vs IVV

GFY vs IVV

Which is better, GFY or IVV?

We do not have enough on GFY and IVV to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGFYIVV
Expense Ratio-0.03%
AUM-$886.7B
Dividend Yield-1.10%
Holdings-508
YTD Price Return-+12.79%
1Y Price Return-+18.66%
3Y Price Return (annualized)-+19.67%
5Y Price Return (annualized)-+11.30%
Volatility (annualized)-15.1%
Max Drawdown--56.5%
Fund FamilyWestern Asset Variable Rate Strategic Fund Inc.iShares by BlackRock (US)
Category-Equity
Style-Large Cap Blend
Inception-May 15, 2000

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for GFY. We have no price series for GFY, so there is nothing to compare it against.

GFY vs IVV Performance

Western Asset Variable Rate Strategic Fund Inc. (GFY) is an ETF from Western Asset Variable Rate Strategic Fund Inc. and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US).

You are not choosing between two funds in isolation.

Whichever of GFY and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GFYIVV

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Frequently Asked Questions

Is IVV better than GFY?

We hold very little data on GFY and IVV, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.