GSKH vs IVV
GSK plc ADRhedged vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. GSKH delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | GSKH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $715,382.28 | $907.0B | |
| Dividend Yield | 2.90% | 1.10% | |
| Holdings | 2 | 508 | |
| YTD Return | +5.03% | +12.76% | |
| 1Y Return | +30.85% | +20.14% | |
| 3Y Return (annualized) | - | +21.69% | |
| 5Y Return (annualized) | - | +13.00% | |
| Volatility (annualized) | 21.4% | 15.1% | |
| Max Drawdown | -18.5% | -56.5% | |
| Fund Family | ADRH | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 15, 2025 | May 15, 2000 |
GSKH vs IVV Performance
GSK plc ADRhedged (GSKH) is a ETF from ADRH and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GSKH returned +30.85% while IVV returned +20.14%. Year to date, GSKH is up 5.03% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
GSKH has been the more volatile fund, with annualized monthly volatility of 21.4% 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 -18.5% for GSKH 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 -0.23. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
GSKH charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, GSKH currently yields 2.90% against 1.10% for IVV.
Holdings Overlap
GSKH and IVV share 0 holdings out of 507 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, GSKH or IVV?
GSKH has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, GSKH or IVV?
Over the past year GSKH returned +30.85% vs +20.14% for IVV, so GSKH leads on 1-year performance. Over the longest common window we track (2 years), GSKH annualized +25.97% vs +6.99% for IVV. Past performance does not guarantee future results.
Which is riskier, GSKH or IVV?
GSKH has been the more volatile fund at 21.4% annualized versus 15.1% for IVV. Worst drawdown: GSKH -18.5% vs IVV -56.5%.
Should I hold both GSKH and IVV?
GSKH and IVV have a monthly-return correlation of -0.23, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GSKH and IVV?
GSKH and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, GSKH or IVV?
GSKH yields 2.90% while IVV yields 1.10%, so GSKH currently pays the higher dividend yield.
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