GSJY vs IVV

GSJY vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: GSJYMore Diversified: IVV

Side-by-Side Comparison

MetricGSJYIVVWinner
Expense Ratio0.25%0.03%
AUM$89M$907.0B
Dividend Yield2.05%1.10%
Holdings157508
YTD Return+20.88%+14.29%
1Y Return+29.73%+21.79%
3Y Return (annualized)+20.98%+22.19%
5Y Return (annualized)+10.38%+13.28%
Volatility (annualized)13.3%15.1%
Max Drawdown-32.6%-56.5%
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 2, 2016May 15, 2000

GSJY vs IVV Performance

Goldman Sachs ActiveBeta Japan Equity ETF (GSJY) is a ETF from Goldman Sachs Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GSJY returned +29.73% while IVV returned +21.79%. Year to date, GSJY is up 20.88% versus a gain of 14.29% for IVV.

Over three years, GSJY compounded at +20.98% per year against +22.19% for IVV; over five years the annualized figures are +10.38% and +13.28% respectively. Across the full 10-year window we track, GSJY has the edge at +8.52% annualized vs +7.06%. 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 13.3% for GSJY. 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 -32.6% for GSJY 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GSJY 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, GSJY currently yields 2.05% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

GSJY and IVV share 0 holdings out of 658 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, GSJY or IVV?

GSJY has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, GSJY or IVV?

Over the past year GSJY returned +29.73% vs +21.79% for IVV, so GSJY leads on 1-year performance. Over the longest common window we track (10 years), GSJY annualized +8.52% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, GSJY or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.3% for GSJY. Worst drawdown: GSJY -32.6% vs IVV -56.5%.

Should I hold both GSJY and IVV?

GSJY and IVV have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GSJY and IVV?

GSJY and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 658 unique securities.

Which pays a higher dividend, GSJY or IVV?

GSJY yields 2.05% while IVV yields 1.10%, so GSJY currently pays the higher dividend yield.

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