GSIE vs IVV

GSIE vs IVV

Which is better, GSIE or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. GSIE is less concentrated, with 10.6% of the fund in its ten largest positions against 37.9%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: GSIE

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

MetricGSIEIVV
Expense Ratio0.25%0.03%Best
AUM$6.1B$876.4B
Dividend Yield2.45%1.06%
Holdings673508
YTD Return+11.47%+12.51%Best
1Y Return+17.51%+17.57%Best
3Y Return (annualized)+18.42%+21.27%Best
5Y Return (annualized)+8.60%+12.95%Best
Volatility (annualized)14.4%Best15.1%
Max Drawdown-37.2%-33.9%Best
$10,000 over 5 years$15,106$18,384Best
Top 10 Weight10.6%Best37.9%
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 6, 2015May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Nov 10, 2015 to Sep 11, 2026 (10.8 years).

GSIE 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 10.8 years both funds cover.

GSIE vs IVV Performance

Goldman Sachs ActiveBeta International Equity ETF (GSIE) 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 GSIE returned +17.51% while IVV returned +17.57%. Year to date, GSIE is up 11.47% versus a gain of 12.51% for IVV.

Over three years, GSIE compounded at +18.42% per year against +21.27% for IVV; over five years the annualized figures are +8.60% and +12.95% respectively. Across the full 11-year window we track, IVV has the edge at +13.52% annualized vs +7.73%.

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 14.4% for GSIE. 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 -37.2% for GSIE and -33.9% 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GSIE charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, GSIE currently yields 2.45% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 640 holdings in GSIE and 505 in IVV, totalling 98.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 640 positions we hold weights for in GSIE and 505 in IVV, against full books of 673 and 508.

What only one of them owns

Our book lists 495 positions for IVV that do not appear in our book for GSIE (99.3% of the fund), and 9 for GSIE that do not appear in IVV (1.4%).

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.

You are not choosing between two funds in isolation.

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

GSIEIVV

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Frequently Asked Questions

Which is cheaper, GSIE or IVV?

GSIE has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, GSIE or IVV?

Over the past year GSIE returned +17.51% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (11 years), GSIE annualized +7.73% vs +13.52% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GSIE or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.4% for GSIE. Worst drawdown: GSIE -37.2% vs IVV -33.9%.

Should I hold both GSIE and IVV?

GSIE and IVV have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, GSIE or IVV?

GSIE yields 2.45% while IVV yields 1.06%, so GSIE currently pays the higher dividend yield.

Is IVV better than GSIE?

IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. GSIE is less concentrated, with 10.6% 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.