GNR vs IVV

GNR vs IVV
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: IVVHigher Returns: GNRMore Diversified: IVV

Side-by-Side Comparison

MetricGNRIVVWinner
Expense Ratio0.40%0.03%
AUM$4.9B$907.0B
Dividend Yield2.52%1.10%
Holdings112508
YTD Return+24.61%+12.28%
1Y Return+42.78%+20.94%
3Y Return (annualized)+16.44%+21.81%
5Y Return (annualized)+13.34%+13.05%
Volatility (annualized)19.6%15.1%
Max Drawdown-60.6%-56.5%
Fund FamilySPDR State Street Global AdvisorsiShares by BlackRock (US)
CategoryEquityEquity
InceptionSep 13, 2010May 15, 2000

GNR vs IVV Performance

State Street SPDR S&P Global Natural Resources ETF (GNR) is a ETF from SPDR State Street Global Advisors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GNR returned +42.78% while IVV returned +20.94%. Year to date, GNR is up 24.61% versus a gain of 12.28% for IVV.

Over three years, GNR compounded at +16.44% per year against +21.81% for IVV; over five years the annualized figures are +13.34% and +13.05% respectively. Across the full 16-year window we track, IVV has the edge at +6.98% annualized vs +4.06%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GNR has been the more volatile fund, with annualized monthly volatility of 19.6% 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 -60.6% for GNR 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GNR charges 0.40% per year while IVV charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, GNR currently yields 2.52% against 1.10% for IVV.

Holdings Overlap

3.3%overlap

GNR and IVV share 26 holdings out of 570 unique holdings combined, representing a 3.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GNRWeight in IVVDifference
XOM4.43%0.97%3.46%
CTVA3.31%0.09%3.22%
CVX2.45%0.55%1.90%
NEMProProPro
NUEProProPro
PKGProProPro
COPProProPro
AMCRProProPro
IPProProPro
CFProProPro
FundXLS Pro
See the top 10 holdings GNR shares with IVV
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, GNR or IVV?

GNR has an expense ratio of 0.40% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, GNR or IVV?

Over the past year GNR returned +42.78% vs +20.94% for IVV, so GNR leads on 1-year performance. Over the longest common window we track (16 years), GNR annualized +4.06% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, GNR or IVV?

GNR has been the more volatile fund at 19.6% annualized versus 15.1% for IVV. Worst drawdown: GNR -60.6% vs IVV -56.5%.

Should I hold both GNR and IVV?

GNR and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GNR and IVV?

GNR and IVV share 26 common holdings with a 3.3% weight overlap. Combined, they hold 570 unique securities.

Which pays a higher dividend, GNR or IVV?

GNR yields 2.52% while IVV yields 1.10%, so GNR currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free