GXPD vs IVV

GXPD vs IVV
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricGXPDIVVWinner
Expense Ratio0.15%0.03%
AUM$51M$907.0B
Dividend Yield0.34%1.10%
Holdings51508
YTD Return+1.50%+14.29%
1Y Return+4.50%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)16.2%15.1%
Max Drawdown-16.6%-56.5%
Fund FamilyGlobal X by mirae AssetiShares by BlackRock (US)
CategoryEquityEquity
InceptionJul 22, 2025May 15, 2000

GXPD vs IVV Performance

Global X PureCap MSCI Consumer Discretionary ETF (GXPD) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year GXPD returned +4.50% while IVV returned +21.79%. Year to date, GXPD is up 1.50% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

GXPD has been the more volatile fund, with annualized monthly volatility of 16.2% 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 -16.6% for GXPD 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 0.90. 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 1.10% for IVV.

Holdings Overlap

9.0%overlap

GXPD and IVV share 41 holdings out of 513 unique holdings combined, representing a 9.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GXPDWeight in IVVDifference
AMZN42.86%3.75%39.11%
TSLA14.71%1.65%13.06%
HD5.53%0.51%5.02%
MCDProProPro
TJXProProPro
BKNGProProPro
LOWProProPro
SBUXProProPro
GMProProPro
ROSTProProPro
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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. On a $10,000 investment, that is $12 per year of difference.

Which performed better, GXPD or IVV?

Over the past year GXPD returned +4.50% vs +21.79% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), GXPD annualized +5.62% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, GXPD or IVV?

GXPD has been the more volatile fund at 16.2% annualized versus 15.1% for IVV. Worst drawdown: GXPD -16.6% vs IVV -56.5%.

Should I hold both GXPD and IVV?

GXPD and IVV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GXPD and IVV?

GXPD and IVV share 41 common holdings with a 9.0% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, GXPD or IVV?

GXPD yields 0.34% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

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