EBIZ vs IVV
Global X E-commerce 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 | EBIZ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $28M | $865.2B | |
| Dividend Yield | 0.55% | 1.09% | |
| Holdings | 42 | 508 | |
| YTD Return | -5.79% | +14.50% | |
| 1Y Return | -8.10% | +22.02% | |
| 3Y Return (annualized) | +17.02% | +21.80% | |
| 5Y Return (annualized) | -0.11% | +13.37% | |
| Volatility (annualized) | 27.3% | 15.1% | |
| Max Drawdown | -61.6% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 27, 2018 | May 15, 2000 |
EBIZ vs IVV Performance
Global X E-commerce ETF (EBIZ) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EBIZ returned -8.10% while IVV returned +22.02%. Year to date, EBIZ is down 5.79% versus a gain of 14.50% for IVV.
Over three years, EBIZ compounded at +17.02% per year against +21.80% for IVV; over five years the annualized figures are -0.11% and +13.37% respectively. Across the full 8-year window we track, EBIZ has the edge at +9.43% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EBIZ has been the more volatile fund, with annualized monthly volatility of 27.3% 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 -61.6% for EBIZ 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EBIZ charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, EBIZ currently yields 0.55% against 1.09% for IVV.
Holdings Overlap
EBIZ and IVV share 9 holdings out of 536 unique holdings combined, representing a 4.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EBIZ or IVV?
EBIZ has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, EBIZ or IVV?
Over the past year EBIZ returned -8.10% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +9.43% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, EBIZ or IVV?
EBIZ has been the more volatile fund at 27.3% annualized versus 15.1% for IVV. Worst drawdown: EBIZ -61.6% vs IVV -56.5%.
Should I hold both EBIZ and IVV?
EBIZ and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EBIZ and IVV?
EBIZ and IVV share 9 common holdings with a 4.3% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, EBIZ or IVV?
EBIZ yields 0.55% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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