EBI vs IVV
Longview Advantage ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. EBI delivered stronger 1-year returns. EBI offers more diversification with 1,673 holdings.
Side-by-Side Comparison
| Metric | EBI | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $696M | $907.0B | |
| Dividend Yield | 1.10% | 1.10% | |
| Holdings | 1,673 | 508 | |
| YTD Return | +19.06% | +12.71% | |
| 1Y Return | +30.01% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 11.8% | 15.1% | |
| Max Drawdown | -17.1% | -56.5% | |
| Fund Family | Longview Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2025 | May 15, 2000 |
EBI vs IVV Performance
Longview Advantage ETF (EBI) is a ETF from Longview Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EBI returned +30.01% while IVV returned +21.89%. Year to date, EBI is up 19.06% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.8% 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 -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 0.90. 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 1.10% against 1.10% for IVV.
Holdings Overlap
EBI and IVV share 411 holdings out of 1808 unique holdings combined, representing a 46.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $21 per year of difference.
Which performed better, EBI or IVV?
Over the past year EBI returned +30.01% vs +21.89% for IVV, so EBI leads on 1-year performance. Over the longest common window we track (2 years), EBI annualized +25.41% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, EBI or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 11.8% for EBI. Worst drawdown: EBI -17.1% vs IVV -56.5%.
Should I hold both EBI and IVV?
EBI and IVV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EBI and IVV?
EBI and IVV share 411 common holdings with a 46.3% weight overlap. Combined, they hold 1808 unique securities.
Which pays a higher dividend, EBI or IVV?
EBI yields 1.10% while IVV yields 1.10%, so EBI currently pays the higher dividend yield.
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