GLIX vs IVV

GLIX vs IVV

Which is better, GLIX or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.2%.

Lower Fees: IVVHigher Returns (1Y): IVVLess Concentrated: 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

MetricGLIXIVV
Expense Ratio0.96%0.03%Best
AUM-$876.4B
Dividend Yield2.11%1.06%
Holdings57508
YTD Return+2.52%+12.98%Best
1Y Return+3.55%+16.69%Best
3Y Return (annualized)-+23.02%
5Y Return (annualized)-+13.61%
Top 10 Weight51.2%37.8%Best
Fund FamilyLazard Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 3, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GLIX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GLIX vs IVV Performance

Lazard Listed Infrastructure ETF (GLIX) is an ETF from Lazard Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year GLIX returned +3.55% while IVV returned +16.69%. Year to date, GLIX is up 2.52% versus a gain of 12.98% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

GLIX charges 0.96% per year while IVV charges 0.03%. On a $10,000 position that is $96 vs $3 annually, a gap of $93 per year that compounds over a long holding period. On income, GLIX currently yields 2.11% against 1.06% for IVV.

Holdings Overlap

GLIX already in IVV43.0%
IVV already in GLIX1.0%

43.0% of GLIX's money is in holdings IVV also owns. 1.0% of IVV's money is in holdings GLIX also owns.

The two portfolios partly overlap.

13 positions in common, counted across the 29 positions we hold weights for in GLIX and 490 in IVV, against full books of 57 and 508.

What only one of them owns

Our book lists 469 positions for IVV that do not appear in our book for GLIX (97.6% of the fund), and 3 for GLIX that do not appear in IVV (11.6%).

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.

Top Shared Holdings

StockWeight in GLIXWeight in IVVDifference
CCICrown Castle International Corp5.03%0.05%4.98%
AMTAmerican Tower Corporation4.71%0.12%4.59%
EDConsolidated Edison Inc4.47%0.06%4.41%
EXCExelon4.35%0.07%4.28%
AWKAmerican Water Works Co. Inc.3.71%0.04%3.67%
NSCNorfolk Southern Corp3.61%0.12%3.49%
PNWPinnacle West Capital Corp.3.33%0.02%3.31%
UNPUnion Pacific Corp2.84%0.27%2.57%
ESEversource Energ2.78%0.04%2.74%
EVRGEvergy Inc.2.74%0.03%2.71%

43.0% of GLIX is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GLIXIVV

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Frequently Asked Questions

Which is cheaper, GLIX or IVV?

GLIX has an expense ratio of 0.96% while IVV charges 0.03%. IVV is the cheaper option, by $93 a year on a $10,000 investment.

Which performed better, GLIX or IVV?

Over the past year GLIX returned +3.55% vs +16.69% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between GLIX and IVV?

43.0% of GLIX's money is in holdings IVV also owns. 1.0% of IVV's is in holdings GLIX also owns. They hold 13 positions in common, counted across the 29 positions we hold weights for in GLIX and 490 in IVV.

Which pays a higher dividend, GLIX or IVV?

GLIX yields 2.11% while IVV yields 1.06%, so GLIX currently pays the higher dividend yield.

Is IVV better than GLIX?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.