GGTL vs IVV

GGTL vs IVV
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Quick Verdict

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

Lower Fees: GGTLHigher Returns: GGTLMore Diversified: IVV

Side-by-Side Comparison

MetricGGTLIVVWinner
Expense Ratio0.00%0.03%
AUM$16M$907.0B
Dividend Yield0.91%1.10%
Holdings52508
YTD Return+24.35%+14.29%
1Y Return+31.01%+21.79%
3Y Return (annualized)+21.20%+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)19.1%15.1%
Max Drawdown-23.6%-56.5%
Fund FamilyGabelli FundsiShares by BlackRock (US)
CategoryEquityEquity
InceptionJan 5, 2022May 15, 2000

GGTL vs IVV Performance

Gabelli Global Technology Leaders ETF (GGTL) is a ETF from Gabelli Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GGTL returned +31.01% while IVV returned +21.79%. Year to date, GGTL is up 24.35% versus a gain of 14.29% for IVV.

Over three years, GGTL compounded at +21.20% per year against +22.19% for IVV. Across the full 5-year window we track, GGTL has the edge at +11.65% annualized vs +7.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GGTL has been the more volatile fund, with annualized monthly volatility of 19.1% 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 -23.6% for GGTL 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GGTL charges 0.00% per year while IVV charges 0.03%. On a $10,000 position that is $0 vs $3 annually, a gap of $3 per year that compounds over a long holding period. On income, GGTL currently yields 0.91% against 1.10% for IVV.

Holdings Overlap

15.4%overlap

GGTL and IVV share 22 holdings out of 550 unique holdings combined, representing a 15.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GGTLWeight in IVVDifference
NVDA2.63%7.76%5.13%
AVGO3.66%2.83%0.83%
MSFT1.88%4.57%2.69%
AMDProProPro
AMZNProProPro
ORCLProProPro
ANETProProPro
GOOGLProProPro
MUProProPro
TXNProProPro
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Frequently Asked Questions

Which is cheaper, GGTL or IVV?

GGTL has an expense ratio of 0.00% while IVV charges 0.03%. GGTL is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, GGTL or IVV?

Over the past year GGTL returned +31.01% vs +21.79% for IVV, so GGTL leads on 1-year performance. Over the longest common window we track (5 years), GGTL annualized +11.65% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, GGTL or IVV?

GGTL has been the more volatile fund at 19.1% annualized versus 15.1% for IVV. Worst drawdown: GGTL -23.6% vs IVV -56.5%.

Should I hold both GGTL and IVV?

GGTL and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GGTL and IVV?

GGTL and IVV share 22 common holdings with a 15.4% weight overlap. Combined, they hold 550 unique securities.

Which pays a higher dividend, GGTL or IVV?

GGTL yields 0.91% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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