EBI vs IVV
Longview Advantage ETF vs iShares Core S&P 500 ETF
Which is better, EBI or IVV?
EBI has been ahead.
IVV has a lower expense ratio. EBI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. EBI is less concentrated, with 26.5% of the fund in its ten largest positions against 37.8%.
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 | EBI | IVV |
|---|---|---|
| Expense Ratio | 0.24% | 0.03%Best |
| AUM | $690M | $876.4B |
| Dividend Yield | 1.08% | 1.06% |
| Holdings | 1,721 | 508 |
| YTD Return | +17.88%Best | +12.01% |
| 1Y Return | +24.52%Best | +16.48% |
| 3Y Return (annualized) | - | +21.21% |
| 5Y Return (annualized) | - | +12.95% |
| Volatility (annualized) | 11.5%Best | 13.1% |
| Max Drawdown | -17.1% | -16.2%Best |
| $10,000 over 1.5 years | $13,710Best | $13,137 |
| Top 10 Weight | 26.5%Best | 37.8% |
| Fund Family | Longview Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 25, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Feb 27, 2025 to Sep 14, 2026 (1.5 years).
EBI vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.5 years both funds cover.
EBI vs IVV Performance
Longview Advantage ETF (EBI) is an ETF from Longview Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EBI returned +24.52% while IVV returned +16.48%. Year to date, EBI is up 17.88% versus a gain of 12.01% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 11.5% for EBI. 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 -17.1% for EBI and -16.2% 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
EBI charges 0.24% per year while IVV charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, EBI currently yields 1.08% against 1.06% for IVV.
Holdings Overlap
70.7% of EBI's money is in holdings IVV also owns. 90.8% of IVV's money is in holdings EBI also owns.
Most of IVV is already inside EBI. Owning both mostly buys the same companies twice.
407 positions in common, counted across the 1,742 positions we hold weights for in EBI and 490 in IVV, against full books of 1,721 and 508.
What only one of them owns
Our book lists 77 positions for IVV that do not appear in our book for EBI (7.9% of the fund), and 593 for EBI that do not appear in IVV (27.7%).
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 EBI | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.00% | 8.07% | 3.07% |
| AAPLApple, Inc | 4.94% | 7.02% | 2.08% |
| MSFTMicrosoft Corp | 4.82% | 5.69% | 0.87% |
| AMZNAmazon.Com Inc | 1.85% | 3.84% | 1.99% |
| GOOGLAlphabet Inc,class A | 2.32% | 3.00% | 0.68% |
| MUMicron Technology, Inc. | 2.79% | 1.63% | 1.16% |
| AVGOBroadcom Inc | 1.71% | 2.65% | 0.94% |
| GOOGAlphabet Inc | 0.79% | 2.39% | 1.60% |
| METAMeta Platforms Inc | 1.12% | 1.90% | 0.78% |
| JPMJpmorgan Chase | 0.97% | 1.44% | 0.47% |
90.8% of IVV is already inside EBI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EBI or IVV?
EBI has an expense ratio of 0.24% while IVV charges 0.03%. IVV is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, EBI or IVV?
Over the past year EBI returned +24.52% vs +16.48% for IVV, so EBI leads on 1-year performance. Over the longest common window we track (2 years), EBI annualized +23.41% vs +19.95% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EBI or IVV?
IVV has been the more volatile fund at 13.1% annualized versus 11.5% for EBI. Worst drawdown: EBI -17.1% vs IVV -16.2%.
Should I hold both EBI and IVV?
EBI 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.
What is the holdings overlap between EBI and IVV?
90.8% of IVV's money is in holdings EBI also owns. 90.8% of IVV's is in holdings EBI also owns. They hold 407 positions in common, counted across the 1,742 positions we hold weights for in EBI and 490 in IVV.
Which pays a higher dividend, EBI or IVV?
EBI yields 1.08% while IVV yields 1.06%, so EBI currently pays the higher dividend yield.
Is IVV better than EBI?
IVV has a lower expense ratio. EBI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. EBI is less concentrated, with 26.5% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.