EAOM vs IVV
iShares ESG Aware 40/60 Moderate Allocation ETF vs iShares Core S&P 500 ETF
Which is better, EAOM or IVV?
Debt-oriented balanced against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | EAOM | IVV |
|---|---|---|
| Expense Ratio | 0.18% | 0.03%Best |
| AUM | $9M | $876.4B |
| Dividend Yield | 2.89% | 1.06% |
| Holdings | 7 | 508 |
| Volatility (annualized) | 8.8%Best | 15.6% |
| Max Drawdown | -20.7%Best | -24.5% |
| $10,000 over 6.1 years | $13,846 | $26,675Best |
| Top 10 Weight | - | 37.8% |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Allocation/Balanced | Equity |
| Style | Debt-oriented balanced | Large Cap Blend |
| Inception | Jun 12, 2020 | May 15, 2000 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 37 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EAOM has data through Aug 12, 2026 and IVV through Sep 18, 2026.
Volatility and max drawdown, and the $10,000 over 6.1 years row, are measured over the window both funds cover: Jun 18, 2020 to Aug 12, 2026 (6.1 years).
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 8.8% for EAOM. 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 -20.7% for EAOM and -24.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EAOM charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, EAOM currently yields 2.89% against 1.06% for IVV.
Holdings Overlap
0.1% of EAOM's money is in holdings IVV also owns. 0.1% of IVV's money is in holdings EAOM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 6 positions we hold weights for in EAOM and 490 in IVV, against full books of 7 and 508.
What only one of them owns
Our book lists 481 positions for IVV that do not appear in our book for EAOM (98.5% of the fund), and 5 for EAOM that do not appear in IVV (99.9%).
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
| Stock | Weight in EAOM | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 0.10% | 0.15% | 0.05% |
You are not choosing between two funds in isolation.
Whichever of EAOM 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, EAOM or IVV?
EAOM has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option, by $15 a year on a $10,000 investment.
Which is riskier, EAOM or IVV?
IVV has been the more volatile fund at 15.6% annualized versus 8.8% for EAOM. Worst drawdown: EAOM -20.7% vs IVV -24.5%.
Should I hold both EAOM and IVV?
EAOM and IVV have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, EAOM or IVV?
EAOM yields 2.89% while IVV yields 1.06%, so EAOM currently pays the higher dividend yield.
Is IVV better than EAOM?
IVV has a lower expense ratio. IVV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.