ECH vs IVV

ECH vs IVV

Which is better, ECH or IVV?

Large Cap Value against Large Cap Blend.

IVV has a lower expense ratio. ECH led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 68.5%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: IVV

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

MetricECHIVV
Expense Ratio0.59%0.03%Best
AUM$1.1B$886.7B
Dividend Yield1.97%1.10%
Holdings30508
YTD Return+1.16%+13.39%Best
1Y Return+22.71%Best+20.08%
3Y Return (annualized)+16.75%+21.29%Best
5Y Return (annualized)+12.04%+12.88%Best
Volatility (annualized)24.9%15.7%Best
Max Drawdown-74.2%-55.3%Best
$10,000 over 5 years$17,655$18,327Best
Top 10 Weight68.5%37.9%Best
Fund FamilyiShares by BlackRock (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 12, 2007May 15, 2000

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2007 to Sep 4, 2026 (18.8 years).

ECH 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 18.8 years both funds cover.

ECH vs IVV Performance

iShares MSCI Chile ETF (ECH) is an ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year ECH returned +22.71% while IVV returned +20.08%. Year to date, ECH is up 1.16% versus a gain of 13.39% for IVV.

Over three years, ECH compounded at +16.75% per year against +21.29% for IVV; over five years the annualized figures are +12.04% and +12.88% respectively. Across the full 19-year window we track, IVV has the edge at +9.72% annualized vs +1.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ECH has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 15.7% 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 -74.2% for ECH and -55.3% 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ECH charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, ECH currently yields 1.97% against 1.10% for IVV.

Holdings Overlap

ECH already in IVV0.2%
IVV already in ECH0.2%

0.2% of ECH's money is in holdings IVV also owns. 0.2% of IVV's money is in holdings ECH 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 26 positions we hold weights for in ECH and 504 in IVV, against full books of 30 and 508.

What only one of them owns

Our book lists 492 positions for IVV that do not appear in our book for ECH (99.0% of the fund), and 2 for ECH that do not appear in IVV (6.0%).

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

StockWeight in ECHWeight in IVVDifference
XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares0.21%0.18%0.03%

You are not choosing between two funds in isolation.

Whichever of ECH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ECHIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ECH or IVV?

ECH has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, ECH or IVV?

Over the past year ECH returned +22.71% vs +20.08% for IVV, so ECH leads on 1-year performance. Over the longest common window we track (19 years), ECH annualized +1.28% vs +9.72% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ECH or IVV?

ECH has been the more volatile fund at 24.9% annualized versus 15.7% for IVV. Worst drawdown: ECH -74.2% vs IVV -55.3%.

Should I hold both ECH and IVV?

ECH and IVV have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ECH or IVV?

ECH yields 1.97% while IVV yields 1.10%, so ECH currently pays the higher dividend yield.

Is IVV better than ECH?

IVV has a lower expense ratio. ECH led over 1Y, IVV over 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 68.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.