GSC vs IVV

GSC vs IVV

Which is better, GSC or IVV?

Small Cap Blend against Large Cap Blend.

IVV has a lower expense ratio. GSC led over 1Y, IVV over 3Y and the full window. GSC is less concentrated, with 15.7% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: GSC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGSCIVV
Expense Ratio0.75%0.03%Best
AUM$279M$876.4B
Dividend Yield0.13%1.06%
Holdings99508
YTD Return+14.55%Best+11.57%
1Y Return+17.67%Best+17.57%
3Y Return (annualized)+17.50%+20.71%Best
5Y Return (annualized)-+12.80%
Volatility (annualized)18.5%12.5%Best
Max Drawdown-27.0%-18.8%Best
$10,000 over 2.9 years$15,963$18,387Best
Top 10 Weight15.7%Best37.9%
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionOct 3, 2023May 15, 2000

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 5, 2023 to Sep 10, 2026 (2.9 years).

GSC vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.

GSC vs IVV Performance

Goldman Sachs Small Cap Equity ETF (GSC) is an ETF from Goldman Sachs Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year GSC returned +17.67% while IVV returned +17.57%. Year to date, GSC is up 14.55% versus a gain of 11.57% for IVV.

Over three years, GSC compounded at +17.50% per year against +20.71% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GSC has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 12.5% 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 -27.0% for GSC and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GSC charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, GSC currently yields 0.13% against 1.06% for IVV.

Holdings Overlap

GSC already in IVV1.1%

1.1% of GSC's money is in holdings IVV also owns.

GSC and IVV share little of their money.

1 positions in common, counted across the 97 positions we hold weights for in GSC and 505 in IVV, against full books of 99 and 508.

What only one of them owns

Our book lists 494 positions for IVV that do not appear in our book for GSC (99.3% of the fund), and 89 for GSC that do not appear in IVV (91.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GSCWeight in IVVDifference
CRLCharles River Laboratories International Inc1.06%0.02%1.04%

You are not choosing between two funds in isolation.

Whichever of GSC and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GSCIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GSC or IVV?

GSC has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, GSC or IVV?

Over the past year GSC returned +17.67% vs +17.57% for IVV, so GSC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GSC or IVV?

GSC has been the more volatile fund at 18.5% annualized versus 12.5% for IVV. Worst drawdown: GSC -27.0% vs IVV -18.8%.

Should I hold both GSC and IVV?

GSC and IVV have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GSC and IVV?

1.1% of GSC's money is in holdings IVV also owns. 0.0% of IVV's is in holdings GSC also owns. They hold 1 positions in common, counted across the 97 positions we hold weights for in GSC and 505 in IVV.

Which pays a higher dividend, GSC or IVV?

GSC yields 0.13% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than GSC?

IVV has a lower expense ratio. GSC led over 1Y, IVV over 3Y and the full window. GSC is less concentrated, with 15.7% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.