GLTR vs IVV

Quick Verdict

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

Lower Fees: IVVHigher Returns: GLTRMore Diversified: IVV

Side-by-Side Comparison

MetricGLTRIVVWinner
Expense Ratio0.60%0.03%
AUM$2.5B$865.2B
Dividend Yield0.00%1.09%
Holdings5508
YTD Return-4.06%+13.80%
1Y Return+41.29%+23.01%
3Y Return (annualized)+32.01%+21.77%
5Y Return (annualized)+16.93%+13.39%
Volatility (annualized)20.3%15.1%
Max Drawdown-55.7%-56.5%
Fund FamilyAberdeeniShares by BlackRock (US)
CategoryCommodityEquity
InceptionOct 21, 2010May 15, 2000

GLTR vs IVV Performance

abrdn Physical Precious Metals Basket Shares ETF (GLTR) is a ETF from Aberdeen and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GLTR returned +41.29% while IVV returned +23.01%. Year to date, GLTR is down 4.06% versus a gain of 13.80% for IVV.

Over three years, GLTR compounded at +32.01% per year against +21.77% for IVV; over five years the annualized figures are +16.93% and +13.39% respectively. Across the full 16-year window we track, IVV has the edge at +7.04% annualized vs +6.33%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLTR has been the more volatile fund, with annualized monthly volatility of 20.3% 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 -55.7% for GLTR 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GLTR charges 0.60% per year while IVV charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, GLTR currently yields 0.00% against 1.09% for IVV.

Frequently Asked Questions

Which is cheaper, GLTR or IVV?

GLTR has an expense ratio of 0.60% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

Which performed better, GLTR or IVV?

Over the past year GLTR returned +41.29% vs +23.01% for IVV, so GLTR leads on 1-year performance. Over the longest common window we track (16 years), GLTR annualized +6.33% vs +7.04% for IVV. Past performance does not guarantee future results.

Which is riskier, GLTR or IVV?

GLTR has been the more volatile fund at 20.3% annualized versus 15.1% for IVV. Worst drawdown: GLTR -55.7% vs IVV -56.5%.

Should I hold both GLTR and IVV?

GLTR and IVV have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, GLTR or IVV?

GLTR yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.

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