GUDB vs IVV
Sage ESG Intermediate Term ETF vs iShares Core S&P 500 ETF
Which is better, GUDB or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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
| Metric | GUDB | IVV |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $7M | $896.5B |
| Dividend Yield | 7.52% | 1.10% |
| Holdings | 1 | 508 |
| Volatility (annualized) | 4.5%Best | 18.4% |
| Max Drawdown | -14.6%Best | -33.9% |
| $10,000 over 3.2 years | $11,520 | $14,499Best |
| Fund Family | Sage | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Oct 31, 2017 | May 15, 2000 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 2116 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GUDB has data through Dec 28, 2020 and IVV through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Oct 31, 2017 to Dec 28, 2020 (3.2 years).
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 18.4% compared with 4.5% for GUDB. 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 -14.6% for GUDB and -33.9% 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 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
GUDB charges 0.35% per year while IVV charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, GUDB currently yields 7.52% against 1.10% for IVV.
You are not choosing between two funds in isolation.
Whichever of GUDB and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GUDB or IVV?
GUDB has an expense ratio of 0.35% while IVV charges 0.03%. IVV is the cheaper option, by $32 a year on a $10,000 investment.
Which is riskier, GUDB or IVV?
IVV has been the more volatile fund at 18.4% annualized versus 4.5% for GUDB. Worst drawdown: GUDB -14.6% vs IVV -33.9%.
Should I hold both GUDB and IVV?
GUDB and IVV have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GUDB or IVV?
GUDB yields 7.52% while IVV yields 1.10%, so GUDB currently pays the higher dividend yield.
Is IVV better than GUDB?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.