GLOW vs IVV

GLOW vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: GLOWMore Diversified: IVV

Side-by-Side Comparison

MetricGLOWIVVWinner
Expense Ratio0.72%0.03%
AUM$68M$907.0B
Dividend Yield1.41%1.10%
Holdings16508
YTD Return+14.42%+13.22%
1Y Return+23.82%+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)10.7%15.1%
Max Drawdown-15.6%-56.5%
Fund FamilyVictory Capital Management Inc.iShares by BlackRock (US)
CategoryEquityEquity
InceptionJun 21, 2024May 15, 2000

GLOW vs IVV Performance

VictoryShares WestEnd Global Equity ETF (GLOW) is a ETF from Victory Capital Management Inc. and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GLOW returned +23.82% while IVV returned +21.62%. Year to date, GLOW is up 14.42% versus a gain of 13.22% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.7% for GLOW. 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 -15.6% for GLOW 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

GLOW charges 0.72% per year while IVV charges 0.03%. On a $10,000 position that is $72 vs $3 annually, a gap of $69 per year that compounds over a long holding period. On income, GLOW currently yields 1.41% against 1.10% for IVV.

Holdings Overlap

0.1%overlap

GLOW and IVV share 1 holdings out of 518 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GLOWWeight in IVVDifference
STT3.25%0.08%3.17%

Frequently Asked Questions

Which is cheaper, GLOW or IVV?

GLOW has an expense ratio of 0.72% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $69 per year of difference.

Which performed better, GLOW or IVV?

Over the past year GLOW returned +23.82% vs +21.62% for IVV, so GLOW leads on 1-year performance. Over the longest common window we track (2 years), GLOW annualized +19.49% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, GLOW or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 10.7% for GLOW. Worst drawdown: GLOW -15.6% vs IVV -56.5%.

Should I hold both GLOW and IVV?

GLOW 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 GLOW and IVV?

GLOW and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 518 unique securities.

Which pays a higher dividend, GLOW or IVV?

GLOW yields 1.41% while IVV yields 1.10%, so GLOW currently pays the higher dividend yield.

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