GNOV vs IVV

GNOV 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

MetricGNOVIVVWinner
Expense Ratio0.85%0.03%
AUM$300M$907.0B
Dividend Yield0.00%1.10%
Holdings5508
YTD Return+6.89%+12.28%
1Y Return+14.18%+20.94%
3Y Return (annualized)-+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)5.4%15.1%
Max Drawdown-10.7%-56.5%
Fund FamilyFirst Trust Portfolios (US)iShares by BlackRock (US)
CategoryAlternativeEquity
InceptionNov 17, 2023May 15, 2000

GNOV vs IVV Performance

FT Vest US Equity Moderate Buffer ETF - November (GNOV) is a ETF from First Trust Portfolios (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GNOV returned +14.18% while IVV returned +20.94%. Year to date, GNOV is up 6.89% versus a gain of 12.28% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.4% for GNOV. 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 -10.7% for GNOV 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

GNOV charges 0.85% per year while IVV charges 0.03%. On a $10,000 position that is $85 vs $3 annually, a gap of $82 per year that compounds over a long holding period. On income, GNOV currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

GNOV and IVV share 0 holdings out of 506 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, GNOV or IVV?

GNOV has an expense ratio of 0.85% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $82 per year of difference.

Which performed better, GNOV or IVV?

Over the past year GNOV returned +14.18% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), GNOV annualized +12.39% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, GNOV or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 5.4% for GNOV. Worst drawdown: GNOV -10.7% vs IVV -56.5%.

Should I hold both GNOV and IVV?

GNOV 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 GNOV and IVV?

GNOV and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, GNOV or IVV?

GNOV yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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