GXPD vs IVV

GXPD vs IVV

Which is better, GXPD or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 78.4%.

Lower Fees: IVVHigher Returns: IVVLess Concentrated: IVV

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

MetricGXPDIVV
Expense Ratio0.15%0.03%Best
AUM$54M$876.4B
Dividend Yield0.34%1.06%
Holdings51508
YTD Return-3.20%+11.57%Best
1Y Return-1.49%+17.57%Best
3Y Return (annualized)-+20.71%
5Y Return (annualized)-+12.80%
Volatility (annualized)16.1%12.5%Best
Max Drawdown-16.6%-8.9%Best
$10,000 over 1.1 years$10,102$12,024Best
Top 10 Weight78.4%37.9%Best
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 22, 2025May 15, 2000

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Sep 10, 2026 (1.1 years).

GXPD 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 1.1 years both funds cover.

GXPD vs IVV Performance

Global X PureCap MSCI Consumer Discretionary ETF (GXPD) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year GXPD returned -1.49% while IVV returned +17.57%. Year to date, GXPD is down 3.20% versus a gain of 11.57% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GXPD has been the more volatile fund, with annualized monthly volatility of 16.1% 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 -16.6% for GXPD and -8.9% 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GXPD 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, GXPD currently yields 0.34% against 1.06% for IVV.

Holdings Overlap

GXPD already in IVV96.1%
IVV already in GXPD9.0%

96.1% of GXPD's money is in holdings IVV also owns. 9.0% of IVV's money is in holdings GXPD also owns.

Most of GXPD is already inside IVV. Owning both mostly buys the same companies twice.

38 positions in common, counted across the 46 positions we hold weights for in GXPD and 505 in IVV, against full books of 51 and 508.

What only one of them owns

Our book lists 457 positions for IVV that do not appear in our book for GXPD (90.3% of the fund), and 7 for GXPD that do not appear in IVV (3.6%).

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 GXPDWeight in IVVDifference
AMZNAmazon.Com Inc41.24%4.01%37.23%
TSLATesla Inc17.02%1.36%15.66%
HDHome Depot Inc/The5.33%0.53%4.80%
MCDMcdonald'S Corp3.08%0.29%2.79%
BKNGBooking Holdings, Inc.2.55%0.24%2.31%
TJXTjx Cos., Inc.2.46%0.27%2.19%
SBUXStarbucks Corp2.01%0.18%1.83%
LOWLowes Cos., Inc.1.86%0.19%1.67%
DASHDoordash Inc1.39%0.12%1.27%
GMGeneral Motors Co.1.29%0.12%1.17%

96.1% of GXPD is already inside IVV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GXPDIVV

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Frequently Asked Questions

Which is cheaper, GXPD or IVV?

GXPD has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, GXPD or IVV?

Over the past year GXPD returned -1.49% vs +17.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), GXPD annualized +0.93% vs +18.24% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GXPD or IVV?

GXPD has been the more volatile fund at 16.1% annualized versus 12.5% for IVV. Worst drawdown: GXPD -16.6% vs IVV -8.9%.

Should I hold both GXPD and IVV?

GXPD and IVV have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GXPD and IVV?

96.1% of GXPD's money is in holdings IVV also owns. 9.0% of IVV's is in holdings GXPD also owns. They hold 38 positions in common, counted across the 46 positions we hold weights for in GXPD and 505 in IVV.

Which pays a higher dividend, GXPD or IVV?

GXPD yields 0.34% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than GXPD?

IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 78.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.