GGM vs IVV
GGM Macro Alignment ETF vs iShares Core S&P 500 ETF
Which is better, GGM or IVV?
Each has led over a different period.
IVV has a lower expense ratio. GGM led over 1Y, IVV over 3Y and the full window.
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
| Metric | GGM | IVV |
|---|---|---|
| Expense Ratio | 0.94% | 0.03%Best |
| AUM | $21M | $876.4B |
| Dividend Yield | 1.36% | 1.06% |
| Holdings | 7 | 508 |
| YTD Return | +15.14%Best | +11.51% |
| 1Y Return | +17.99%Best | +15.96% |
| 3Y Return (annualized) | +9.60% | +21.01%Best |
| 5Y Return (annualized) | - | +12.66% |
| Volatility (annualized) | 11.2%Best | 12.5% |
| Max Drawdown | -19.7% | -18.8%Best |
| $10,000 over 3 years | $13,165 | $18,559Best |
| Top 10 Weight | - | 37.8% |
| Fund Family | GGM Wealth Advisors | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 25, 2023 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 27, 2023 to Sep 15, 2026 (3 years).
GGM vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3 years both funds cover.
GGM vs IVV Performance
GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year GGM returned +17.99% while IVV returned +15.96%. Year to date, GGM is up 15.14% versus a gain of 11.51% for IVV.
Over three years, GGM compounded at +9.60% per year against +21.01% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 11.2% for GGM. 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 -19.7% for GGM and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GGM charges 0.94% per year while IVV charges 0.03%. On a $10,000 position that is $94 vs $3 annually, a gap of $91 per year that compounds over a long holding period. On income, GGM currently yields 1.36% against 1.06% for IVV.
Holdings Overlap
We hold position weights for 5 holdings in GGM and 490 in IVV, totalling 99.2% and 99.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 5 positions we hold weights for in GGM and 490 in IVV, against full books of 7 and 508.
What only one of them owns
Our book lists 482 positions for IVV that do not appear in our book for GGM (98.6% of the fund), and 5 for GGM that do not appear in IVV (99.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of GGM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GGM or IVV?
GGM has an expense ratio of 0.94% while IVV charges 0.03%. IVV is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, GGM or IVV?
Over the past year GGM returned +17.99% vs +15.96% for IVV, so GGM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GGM or IVV?
IVV has been the more volatile fund at 12.5% annualized versus 11.2% for GGM. Worst drawdown: GGM -19.7% vs IVV -18.8%.
Should I hold both GGM and IVV?
GGM and IVV have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GGM or IVV?
GGM yields 1.36% while IVV yields 1.06%, so GGM currently pays the higher dividend yield.
Is IVV better than GGM?
IVV has a lower expense ratio. GGM led over 1Y, IVV over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.