GOOY vs IVV

GOOY vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: GOOYMore Diversified: IVV

Side-by-Side Comparison

MetricGOOYIVVWinner
Expense Ratio1.20%0.03%
AUM$231M$907.0B
Dividend Yield52.59%1.10%
Holdings15508
YTD Return+7.41%+12.71%
1Y Return+49.20%+21.89%
3Y Return (annualized)+21.50%+22.08%
5Y Return (annualized)-+12.96%
Volatility (annualized)25.0%15.1%
Max Drawdown-24.4%-56.5%
Fund FamilyYieldMax ETFiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 27, 2023May 15, 2000

GOOY vs IVV Performance

YieldMax GOOGL Option Income Strategy ETF (GOOY) is a ETF from YieldMax ETF and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GOOY returned +49.20% while IVV returned +21.89%. Year to date, GOOY is up 7.41% versus a gain of 12.71% for IVV.

Over three years, GOOY compounded at +21.50% per year against +22.08% for IVV. Across the full 3-year window we track, GOOY has the edge at +20.33% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GOOY has been the more volatile fund, with annualized monthly volatility of 25.0% 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 -24.4% for GOOY 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOOY charges 1.20% per year while IVV charges 0.03%. On a $10,000 position that is $120 vs $3 annually, a gap of $117 per year that compounds over a long holding period. On income, GOOY currently yields 52.59% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

GOOY and IVV share 0 holdings out of 508 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, GOOY or IVV?

GOOY has an expense ratio of 1.20% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $117 per year of difference.

Which performed better, GOOY or IVV?

Over the past year GOOY returned +49.20% vs +21.89% for IVV, so GOOY leads on 1-year performance. Over the longest common window we track (3 years), GOOY annualized +20.33% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, GOOY or IVV?

GOOY has been the more volatile fund at 25.0% annualized versus 15.1% for IVV. Worst drawdown: GOOY -24.4% vs IVV -56.5%.

Should I hold both GOOY and IVV?

GOOY and IVV have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOOY and IVV?

GOOY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, GOOY or IVV?

GOOY yields 52.59% while IVV yields 1.10%, so GOOY currently pays the higher dividend yield.

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