GGM vs IVV
GGM Macro Alignment ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GGM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.94% | 0.03% | |
| AUM | $21M | $907.0B | |
| Dividend Yield | 1.40% | 1.10% | |
| Holdings | 7 | 508 | |
| YTD Return | +16.75% | +12.28% | |
| 1Y Return | +19.68% | +20.94% | |
| 3Y Return (annualized) | +10.37% | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 11.3% | 15.1% | |
| Max Drawdown | -19.7% | -56.5% | |
| Fund Family | GGM Wealth Advisors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 25, 2023 | May 15, 2000 |
GGM vs IVV Performance
GGM Macro Alignment ETF (GGM) is a ETF from GGM Wealth Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GGM returned +19.68% while IVV returned +20.94%. Year to date, GGM is up 16.75% versus a gain of 12.28% for IVV.
Over three years, GGM compounded at +10.37% per year against +21.81% for IVV. Across the full 3-year window we track, GGM has the edge at +10.37% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.3% 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 -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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.40% against 1.10% for IVV.
Holdings Overlap
GGM and IVV share 0 holdings out of 510 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, GGM or IVV?
GGM has an expense ratio of 0.94% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, GGM or IVV?
Over the past year GGM returned +19.68% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), GGM annualized +10.37% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, GGM or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.3% for GGM. Worst drawdown: GGM -19.7% vs IVV -56.5%.
Should I hold both GGM and IVV?
GGM and IVV have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GGM and IVV?
GGM and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, GGM or IVV?
GGM yields 1.40% while IVV yields 1.10%, so GGM currently pays the higher dividend yield.
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