GOVI vs IVV

GOVI 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

MetricGOVIIVVWinner
Expense Ratio0.15%0.03%
AUM$1.2B$907.0B
Dividend Yield3.94%1.10%
Holdings31508
YTD Return-1.94%+12.71%
1Y Return+0.62%+21.89%
3Y Return (annualized)+2.15%+22.08%
5Y Return (annualized)-3.95%+12.96%
Volatility (annualized)8.7%15.1%
Max Drawdown-33.1%-56.5%
Fund FamilyInvesco (US)iShares by BlackRock (US)
CategoryFixed IncomeEquity
InceptionOct 11, 2007May 15, 2000

GOVI vs IVV Performance

Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) is a ETF from Invesco (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GOVI returned +0.62% while IVV returned +21.89%. Year to date, GOVI is down 1.94% versus a gain of 12.71% for IVV.

Over three years, GOVI compounded at +2.15% per year against +22.08% for IVV; over five years the annualized figures are -3.95% and +12.96% respectively. Across the full 19-year window we track, IVV has the edge at +7.00% annualized vs +1.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.7% for GOVI. 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 -33.1% for GOVI 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOVI charges 0.15% per year while IVV charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, GOVI currently yields 3.94% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

GOVI and IVV share 0 holdings out of 535 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, GOVI or IVV?

GOVI has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, GOVI or IVV?

Over the past year GOVI returned +0.62% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (19 years), GOVI annualized +1.04% vs +7.00% for IVV. Past performance does not guarantee future results.

Which is riskier, GOVI or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 8.7% for GOVI. Worst drawdown: GOVI -33.1% vs IVV -56.5%.

Should I hold both GOVI and IVV?

GOVI and IVV have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOVI and IVV?

GOVI and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, GOVI or IVV?

GOVI yields 3.94% while IVV yields 1.10%, so GOVI currently pays the higher dividend yield.

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