GPIQ vs IVV

Quick Verdict

IVV has a lower expense ratio. GPIQ delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: GPIQMore Diversified: IVV

Side-by-Side Comparison

MetricGPIQIVVWinner
Expense Ratio0.29%0.03%
AUM$5.1B$865.2B
Dividend Yield9.56%1.09%
Holdings107508
YTD Return+15.44%+13.80%
1Y Return+25.29%+23.70%
3Y Return (annualized)-+21.49%
5Y Return (annualized)-+13.43%
Volatility (annualized)14.3%15.1%
Max Drawdown-21.1%-56.5%
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
InceptionOct 24, 2023May 15, 2000

GPIQ vs IVV Performance

Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) 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 GPIQ returned +25.29% while IVV returned +23.70%. Year to date, GPIQ is up 15.44% versus a gain of 13.80% for IVV.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.3% for GPIQ. 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 -21.1% for GPIQ 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GPIQ charges 0.29% per year while IVV charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, GPIQ currently yields 9.56% against 1.09% for IVV.

Holdings Overlap

52.9%overlap

GPIQ and IVV share 87 holdings out of 521 unique holdings combined, representing a 52.9% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in GPIQWeight in IVVDifference
NVDA7.56%7.76%0.20%
AAPL7.37%7.44%0.07%
MSFT4.26%4.57%0.31%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
METAProProPro
GOOGProProPro
AMDProProPro
See all 10 holdings GPIQ shares with IVV
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, GPIQ or IVV?

GPIQ has an expense ratio of 0.29% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, GPIQ or IVV?

Over the past year GPIQ returned +25.29% vs +23.70% for IVV, so GPIQ leads on 1-year performance. Over the longest common window we track (3 years), GPIQ annualized +27.42% vs +7.05% for IVV. Past performance does not guarantee future results.

Which is riskier, GPIQ or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 14.3% for GPIQ. Worst drawdown: GPIQ -21.1% vs IVV -56.5%.

Should I hold both GPIQ and IVV?

GPIQ and IVV have a monthly-return correlation of 0.92, 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 GPIQ and IVV?

GPIQ and IVV share 87 common holdings with a 52.9% weight overlap. Combined, they hold 521 unique securities.

Which pays a higher dividend, GPIQ or IVV?

GPIQ yields 9.56% while IVV yields 1.09%, so GPIQ currently pays the higher dividend yield.

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