GLRY vs IVV

GLRY vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricGLRYIVVWinner
Expense Ratio0.80%0.03%
AUM$171M$907.0B
Dividend Yield0.17%1.10%
Holdings34508
YTD Return+12.07%+12.96%
1Y Return+18.55%+20.70%
3Y Return (annualized)+17.15%+22.10%
5Y Return (annualized)+8.91%+13.40%
Volatility (annualized)19.4%15.1%
Max Drawdown-40.6%-56.5%
Fund FamilyInspire ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionDec 7, 2020May 15, 2000

GLRY vs IVV Performance

Inspire Growth ETF (GLRY) is a ETF from Inspire ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GLRY returned +18.55% while IVV returned +20.70%. Year to date, GLRY is up 12.07% versus a gain of 12.96% for IVV.

Over three years, GLRY compounded at +17.15% per year against +22.10% for IVV; over five years the annualized figures are +8.91% and +13.40% respectively. Across the full 6-year window we track, GLRY has the edge at +10.09% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLRY has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -40.6% for GLRY 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GLRY charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, GLRY currently yields 0.17% against 1.10% for IVV.

Holdings Overlap

4.2%overlap

GLRY and IVV share 12 holdings out of 526 unique holdings combined, representing a 4.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GLRYWeight in IVVDifference
AVGO4.84%2.83%2.01%
KLAC6.02%0.44%5.58%
APH4.59%0.30%4.29%
MPWRProProPro
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EMEProProPro
APPProProPro
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NRGProProPro
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Frequently Asked Questions

Which is cheaper, GLRY or IVV?

GLRY has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, GLRY or IVV?

Over the past year GLRY returned +18.55% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (6 years), GLRY annualized +10.09% vs +7.01% for IVV. Past performance does not guarantee future results.

Which is riskier, GLRY or IVV?

GLRY has been the more volatile fund at 19.4% annualized versus 15.1% for IVV. Worst drawdown: GLRY -40.6% vs IVV -56.5%.

Should I hold both GLRY and IVV?

GLRY and IVV have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GLRY and IVV?

GLRY and IVV share 12 common holdings with a 4.2% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, GLRY or IVV?

GLRY yields 0.17% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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