EAGL vs IVV
Eagle Capital Select Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | EAGL | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.03% | |
| AUM | $4.7B | $907.0B | |
| Dividend Yield | 0.53% | 1.10% | |
| Holdings | 29 | 508 | |
| YTD Return | +6.24% | +12.96% | |
| 1Y Return | +13.97% | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | 11.2% | 15.1% | |
| Max Drawdown | -15.1% | -56.5% | |
| Fund Family | Eagle Capital Management LLC | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2024 | May 15, 2000 |
EAGL vs IVV Performance
Eagle Capital Select Equity ETF (EAGL) is a ETF from Eagle Capital Management LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EAGL returned +13.97% while IVV returned +20.70%. Year to date, EAGL is up 6.24% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.2% for EAGL. 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 -15.1% for EAGL 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EAGL charges 0.80% per year while IVV charges 0.03%. On a $10,000 position that is $80 vs $3 annually, a gap of $77 per year that compounds over a long holding period. On income, EAGL currently yields 0.53% against 1.10% for IVV.
Holdings Overlap
EAGL and IVV share 18 holdings out of 515 unique holdings combined, representing a 15.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EAGL or IVV?
EAGL has an expense ratio of 0.80% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, EAGL or IVV?
Over the past year EAGL returned +13.97% vs +20.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), EAGL annualized +14.88% vs +7.01% for IVV. Past performance does not guarantee future results.
Which is riskier, EAGL or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.2% for EAGL. Worst drawdown: EAGL -15.1% vs IVV -56.5%.
Should I hold both EAGL and IVV?
EAGL and IVV have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EAGL and IVV?
EAGL and IVV share 18 common holdings with a 15.4% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, EAGL or IVV?
EAGL yields 0.53% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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