EAFG vs IVV

EAFG vs IVV
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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

MetricEAFGIVVWinner
Expense Ratio0.65%0.03%
AUM$2M$907.0B
Dividend Yield2.03%1.10%
Holdings108508
YTD Return+11.19%+13.22%
1Y Return+21.62%+21.62%
3Y Return (annualized)-+22.17%
5Y Return (annualized)-+13.42%
Volatility (annualized)15.9%15.1%
Max Drawdown-16.5%-56.5%
Fund FamilyPacer ETFsiShares by BlackRock (US)
CategoryEquityEquity
InceptionMar 20, 2024May 15, 2000

EAFG vs IVV Performance

Pacer Developed Markets Cash Cows Growth Leaders ETF (EAFG) is a ETF from Pacer ETFs and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EAFG returned +21.62% while IVV returned +21.62%. Year to date, EAFG is up 11.19% versus a gain of 13.22% for IVV.

Risk: Volatility and Drawdowns

EAFG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% for IVV. 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 -16.5% for EAFG 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EAFG charges 0.65% per year while IVV charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, EAFG currently yields 2.03% against 1.10% for IVV.

Holdings Overlap

0.0%overlap

EAFG and IVV share 0 holdings out of 608 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EAFG or IVV?

EAFG has an expense ratio of 0.65% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, EAFG or IVV?

Over the past year EAFG returned +21.62% vs +21.62% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), EAFG annualized +12.61% vs +7.02% for IVV. Past performance does not guarantee future results.

Which is riskier, EAFG or IVV?

EAFG has been the more volatile fund at 15.9% annualized versus 15.1% for IVV. Worst drawdown: EAFG -16.5% vs IVV -56.5%.

Should I hold both EAFG and IVV?

EAFG and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EAFG and IVV?

EAFG and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.

Which pays a higher dividend, EAFG or IVV?

EAFG yields 2.03% while IVV yields 1.10%, so EAFG currently pays the higher dividend yield.

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