GSGO vs IVV

GSGO vs IVV

Which is better, GSGO or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 53.5%.

Lower Fees: IVVHigher Returns (1Y): 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

MetricGSGOIVV
Expense Ratio0.45%0.03%Best
AUM$192M$896.5B
Dividend Yield0.00%1.10%
Holdings54508
YTD Return+11.08%+13.59%Best
1Y Return+12.54%+17.54%Best
3Y Return (annualized)-+22.46%
5Y Return (annualized)-+13.28%
Top 10 Weight53.5%38.9%Best
Fund FamilyGoldman Sachs Asset ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMay 24, 1999May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GSGO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GSGO vs IVV Performance

Goldman Sachs Growth Opportunities ETF (GSGO) is an ETF from Goldman Sachs Asset Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year GSGO returned +12.54% while IVV returned +17.54%. Year to date, GSGO is up 11.08% versus a gain of 13.59% for IVV.

Past performance does not guarantee future results.

Fees and Cost Over Time

GSGO charges 0.45% per year while IVV charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, GSGO currently yields 0.00% against 1.10% for IVV.

Holdings Overlap

GSGO already in IVV87.9%
IVV already in GSGO50.2%

87.9% of GSGO's money is in holdings IVV also owns. 50.2% of IVV's money is in holdings GSGO also owns.

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

40 positions in common, counted across the 53 positions we hold weights for in GSGO and 506 in IVV, against full books of 54 and 508.

What only one of them owns

Our book lists 460 positions for IVV that do not appear in our book for GSGO (49.3% of the fund), and 10 for GSGO that do not appear in IVV (8.2%).

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 GSGOWeight in IVVDifference
NVDANvidia Corp12.73%8.44%4.29%
MSFTMicrosoft Corp7.03%5.76%1.27%
GOOGLAlphabet Inc8.85%3.00%5.85%
AAPLApple, Inc2.16%7.29%5.13%
METAMeta Platforms Inc5.19%2.42%2.77%
MUMicron Technology, Inc.4.30%1.87%2.43%
AMDAdvanced Micro Devices Inc4.53%1.52%3.01%
GOOGAlphabet Inc. C3.20%2.41%0.79%
AVGOBroadcom Inc2.56%2.47%0.09%
AMZNAmazon.Com Inc1.02%3.68%2.66%

87.9% of GSGO 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.

GSGOIVV

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Frequently Asked Questions

Which is cheaper, GSGO or IVV?

GSGO has an expense ratio of 0.45% while IVV charges 0.03%. IVV is the cheaper option, by $42 a year on a $10,000 investment.

Which performed better, GSGO or IVV?

Over the past year GSGO returned +12.54% vs +17.54% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between GSGO and IVV?

87.9% of GSGO's money is in holdings IVV also owns. 50.2% of IVV's is in holdings GSGO also owns. They hold 40 positions in common, counted across the 53 positions we hold weights for in GSGO and 506 in IVV.

Which pays a higher dividend, GSGO or IVV?

GSGO yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.

Is IVV better than GSGO?

IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 53.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.