IVV vs NUGY

IVV vs NUGY
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Quick Verdict

IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVNUGYWinner
Expense Ratio0.03%1.07%
AUM$907.0B$6M
Dividend Yield1.10%94.88%
Holdings5088
YTD Return+12.71%-2.10%
1Y Return+21.89%-
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-19.6%
Fund FamilyiShares by BlackRock (US)GraniteShares
CategoryEquityAlternative
InceptionMay 15, 2000Nov 18, 2025

IVV vs NUGY Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and GraniteShares YieldBOOST Gold Miners ETF (NUGY) is a ETF from GraniteShares. Year to date, IVV is up 12.71% versus a loss of 2.10% for NUGY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -56.5% for IVV and -19.6% for NUGY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVV charges 0.03% per year while NUGY charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 94.88% for NUGY.

Frequently Asked Questions

Which is cheaper, IVV or NUGY?

IVV has an expense ratio of 0.03% while NUGY charges 1.07%. IVV is the cheaper option. On a $10,000 investment, that is $104 per year of difference.

Which pays a higher dividend, IVV or NUGY?

IVV yields 1.10% while NUGY yields 94.88%, so NUGY currently pays the higher dividend yield.

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