GLDY vs IVV

GLDY vs IVV

Which is better, GLDY or IVV?

Multi Alternative against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricGLDYIVV
Expense Ratio1.04%0.03%Best
AUM$26M$876.4B
Dividend Yield3.17%1.06%
Holdings9508
Volatility (annualized)17.9%13.3%Best
Max Drawdown-25.9%-12.1%Best
$10,000 over 1.2 years$11,456$13,195Best
Fund FamilyDefiance ETFs, LLCiShares by BlackRock (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionApr 1, 2025May 15, 2000

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 74 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GLDY has data through Jun 29, 2026 and IVV through Sep 11, 2026.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Apr 2, 2025 to Jun 29, 2026 (1.2 years).

Risk: Volatility and Drawdowns

GLDY has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 13.3% 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 -25.9% for GLDY and -12.1% 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 0.31. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GLDY charges 1.04% per year while IVV charges 0.03%. On a $10,000 position that is $104 vs $3 annually, a gap of $101 per year that compounds over a long holding period. On income, GLDY currently yields 3.17% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 5 holdings in GLDY and 505 in IVV, totalling 66.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 158 days apart, GLDY as of Feb 28, 2026 and IVV as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 5 positions we hold weights for in GLDY and 505 in IVV, against full books of 9 and 508.

You are not choosing between two funds in isolation.

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

GLDYIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GLDY or IVV?

GLDY has an expense ratio of 1.04% while IVV charges 0.03%. IVV is the cheaper option, by $101 a year on a $10,000 investment.

Which is riskier, GLDY or IVV?

GLDY has been the more volatile fund at 17.9% annualized versus 13.3% for IVV. Worst drawdown: GLDY -25.9% vs IVV -12.1%.

Should I hold both GLDY and IVV?

GLDY and IVV have a monthly-return correlation of 0.31, 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, GLDY or IVV?

GLDY yields 3.17% while IVV yields 1.06%, so GLDY currently pays the higher dividend yield.

Is IVV better than GLDY?

IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.