GINN vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricGINNIVVWinner
Expense Ratio0.50%0.03%
AUM$202M$865.2B
Dividend Yield1.17%1.09%
Holdings485508
YTD Return+11.70%+13.72%
1Y Return+20.37%+21.64%
3Y Return (annualized)+19.53%+21.55%
5Y Return (annualized)+6.50%+13.27%
Volatility (annualized)18.4%15.1%
Max Drawdown-41.3%-56.5%
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionNov 9, 2020May 15, 2000

GINN vs IVV Performance

Goldman Sachs Innovate Equity ETF (GINN) is a ETF from Goldman Sachs Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GINN returned +20.37% while IVV returned +21.64%. Year to date, GINN is up 11.70% versus a gain of 13.72% for IVV.

Over three years, GINN compounded at +19.53% per year against +21.55% for IVV; over five years the annualized figures are +6.50% and +13.27% respectively. Across the full 6-year window we track, GINN has the edge at +9.53% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GINN has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -41.3% for GINN 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GINN charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, GINN currently yields 1.17% against 1.09% for IVV.

Holdings Overlap

35.2%overlap

GINN and IVV share 133 holdings out of 840 unique holdings combined, representing a 35.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GINNWeight in IVVDifference
NVDA2.04%7.76%5.72%
AAPL1.98%7.44%5.46%
MSFT1.98%4.57%2.59%
AMZNProProPro
GOOGLProProPro
METAProProPro
AVGOProProPro
TSLAProProPro
LLYProProPro
MUProProPro
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Frequently Asked Questions

Which is cheaper, GINN or IVV?

GINN has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, GINN or IVV?

Over the past year GINN returned +20.37% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), GINN annualized +9.53% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, GINN or IVV?

GINN has been the more volatile fund at 18.4% annualized versus 15.1% for IVV. Worst drawdown: GINN -41.3% vs IVV -56.5%.

Should I hold both GINN and IVV?

GINN and IVV have a monthly-return correlation of 0.92, 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 GINN and IVV?

GINN and IVV share 133 common holdings with a 35.2% weight overlap. Combined, they hold 840 unique securities.

Which pays a higher dividend, GINN or IVV?

GINN yields 1.17% while IVV yields 1.09%, so GINN currently pays the higher dividend yield.

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