GTPE vs IVV

AGTPE

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common14.9%GTPE and IVV

GTPE

IVV

Goldman Sachs MSCI World Private Equity Return Tracker ETF · $29MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $110 on $10k1.10%

−10.8%Worst dropSmaller wins

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	AGTPE	Goldman Sachs MSCI World Private Equity Return Tracker ETFRead Desk		0.50%	0.00%	+1.6%	+14.0%	+16.8%	new	new	−10.8%	$29M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	AGTPE	Goldman Sachs MSCI World Private Equity Return Tracker ETFRead Desk		0.50%	0.00%	+1.6%	+14.0%	+16.8%	new	new	−10.8%	$29M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GTPE vs IVV

GTPE

Goldman Sachs MSCI World Private Equity Return Tracker

[…]

IVV

iShares Core S&P 500

$17,530

MeasureGTPEIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.00%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y18.0%13.7%

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GTPE vs IVV

Both

Both

$10,000 in GTPE, IVV

Overlap: GTPE, IVV

GTPE vs IVV

SPYM vs SPY

VOO vs IVV

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Overlap: GTPE, IVV

Income After Fees on $10,000