ECNS vs IVV
iShares MSCI China Small-Cap 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 505 holdings.
Side-by-Side Comparison
| Metric | ECNS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $64M | $865.2B | |
| Dividend Yield | 6.69% | 1.09% | |
| Holdings | 275 | 508 | |
| YTD Return | -10.42% | +13.43% | |
| 1Y Return | -12.62% | +22.61% | |
| 3Y Return (annualized) | +6.54% | +21.47% | |
| 5Y Return (annualized) | -6.98% | +13.26% | |
| Volatility (annualized) | 25.2% | 15.1% | |
| Max Drawdown | -64.9% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 28, 2010 | May 15, 2000 |
ECNS vs IVV Performance
iShares MSCI China Small-Cap ETF (ECNS) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ECNS returned -12.62% while IVV returned +22.61%. Year to date, ECNS is down 10.42% versus a gain of 13.43% for IVV.
Over three years, ECNS compounded at +6.54% per year against +21.47% for IVV; over five years the annualized figures are -6.98% and +13.26% respectively. Across the full 16-year window we track, IVV has the edge at +7.03% annualized vs -1.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ECNS has been the more volatile fund, with annualized monthly volatility of 25.2% 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 -64.9% for ECNS 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
ECNS 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, ECNS currently yields 6.69% against 1.09% for IVV.
Holdings Overlap
ECNS and IVV share 1 holdings out of 771 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ECNS | Weight in IVV | Difference |
|---|---|---|---|
| XTSLA | 0.09% | 0.15% | 0.06% |
Frequently Asked Questions
Which is cheaper, ECNS or IVV?
ECNS has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, ECNS or IVV?
Over the past year ECNS returned -12.62% vs +22.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (16 years), ECNS annualized -1.83% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, ECNS or IVV?
ECNS has been the more volatile fund at 25.2% annualized versus 15.1% for IVV. Worst drawdown: ECNS -64.9% vs IVV -56.5%.
Should I hold both ECNS and IVV?
ECNS and IVV have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ECNS and IVV?
ECNS and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 771 unique securities.
Which pays a higher dividend, ECNS or IVV?
ECNS yields 6.69% while IVV yields 1.09%, so ECNS currently pays the higher dividend yield.
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