EBIZ vs IVV
Global X E-commerce ETF vs iShares Core S&P 500 ETF
Which is better, EBIZ or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 42.1%.
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 | EBIZ | IVV |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $29M | $886.7B |
| Dividend Yield | 0.50% | 1.10% |
| Holdings | 42 | 508 |
| YTD Return | -9.35% | +13.86%Best |
| 1Y Return | -10.86% | +21.57%Best |
| 3Y Return (annualized) | +15.82% | +21.48%Best |
| 5Y Return (annualized) | -1.56% | +12.88%Best |
| Volatility (annualized) | 27.2% | 16.8%Best |
| Max Drawdown | -61.6% | -33.9%Best |
| $10,000 over 5 years | $9,244 | $18,327Best |
| Top 10 Weight | 42.1% | 37.9%Best |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Nov 27, 2018 | May 15, 2000 |
Volatility and max drawdown are measured over the window both funds cover: Nov 30, 2018 to Sep 3, 2026 (7.8 years).
EBIZ 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 7.8 years both funds cover.
EBIZ vs IVV Performance
Global X E-commerce ETF (EBIZ) is an ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year EBIZ returned -10.86% while IVV returned +21.57%. Year to date, EBIZ is down 9.35% versus a gain of 13.86% for IVV.
Over three years, EBIZ compounded at +15.82% per year against +21.48% for IVV; over five years the annualized figures are -1.56% and +12.88% respectively. Across the full 8-year window we track, IVV has the edge at +15.30% annualized vs +8.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EBIZ has been the more volatile fund, with annualized monthly volatility of 27.2% compared with 16.8% 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 -33.9% 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 0.76. 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 0.50% against 1.10% for IVV.
Holdings Overlap
36.5% of EBIZ's money is in holdings IVV also owns. 4.5% of IVV's money is in holdings EBIZ also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 505 in IVV, against full books of 42 and 508.
What only one of them owns
Our book lists 488 positions for IVV that do not appear in our book for EBIZ (94.8% of the fund), and 17 for EBIZ that do not appear in IVV (29.0%).
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 EBIZ | Weight in IVV | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 4.14% | 4.01% | 0.13% |
| DPZDomino's Pizza Inc | 4.50% | 0.02% | 4.48% |
| EXPEExpedia Group Inc (consumer Discretionary) | 4.45% | 0.06% | 4.39% |
| WSMWilliams-sonoma Inc | 4.25% | 0.04% | 4.21% |
| BKNGBooking Holdings, Inc. | 4.05% | 0.24% | 3.81% |
| CSGPCostar Group Inc. | 3.99% | 0.02% | 3.97% |
| EBAYEbay Inc. | 3.70% | 0.07% | 3.63% |
| GDDYGodaddy Inc. Class A | 3.72% | 0.02% | 3.70% |
| CVNACarvana Co | 3.67% | 0.07% | 3.60% |
36.5% of EBIZ is already inside IVV.
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, EBIZ or IVV?
EBIZ has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, EBIZ or IVV?
Over the past year EBIZ returned -10.86% vs +21.57% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), EBIZ annualized +8.82% vs +15.30% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EBIZ or IVV?
EBIZ has been the more volatile fund at 27.2% annualized versus 16.8% for IVV. Worst drawdown: EBIZ -61.6% vs IVV -33.9%.
Should I hold both EBIZ and IVV?
EBIZ and IVV have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EBIZ and IVV?
36.5% of EBIZ's money is in holdings IVV also owns. 4.5% of IVV's is in holdings EBIZ also owns. They hold 9 positions in common, counted across the 40 positions we hold weights for in EBIZ and 505 in IVV.
Which pays a higher dividend, EBIZ or IVV?
EBIZ yields 0.50% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than EBIZ?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 42.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.