GMOC vs IVV
GMO Ultra-Short Income ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GMOC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.03% | |
| AUM | $33M | $907.0B | |
| Dividend Yield | 3.30% | 1.10% | |
| Holdings | 61 | 508 | |
| YTD Return | +2.65% | +12.76% | |
| 1Y Return | - | +20.63% | |
| 3Y Return (annualized) | - | +21.71% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -0.1% | -56.5% | |
| Fund Family | GMO | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Oct 27, 2025 | May 15, 2000 |
GMOC vs IVV Performance
GMO Ultra-Short Income ETF (GMOC) is a ETF from GMO and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, GMOC is up 2.65% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.1% for GMOC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
GMOC charges 0.20% per year while IVV charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, GMOC currently yields 3.30% against 1.10% for IVV.
Holdings Overlap
GMOC and IVV share 0 holdings out of 524 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GMOC or IVV?
GMOC has an expense ratio of 0.20% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
What is the holdings overlap between GMOC and IVV?
GMOC and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 524 unique securities.
Which pays a higher dividend, GMOC or IVV?
GMOC yields 3.30% while IVV yields 1.10%, so GMOC currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.